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Portfolio (Quarterly) Guide ↗

RITHOLTZ WEALTH MANAGEMENT

· CIK 0001698218
13F Portfolio $6.7B AUM 1,313 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1313 New
Page 27 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 60,814.0 $1.4M 0.02% NEW $23.60 +10.5%
522 RSP INVESCO EXCHANGE TRADED FD T 6,683.0 $1.4M 0.02% NEW $212.76 +3.3%
523 JXN JACKSON FINANCIAL INC Financial Services 13,866.0 $1.4M 0.02% NEW $102.39 +31.7%
524 INTT INTEST CORP Technology 77,793.0 $1.4M 0.02% NEW $18.17 -25.0%
525 SCHG SCHWAB STRATEGIC TR 41,525.0 $1.4M 0.02% NEW $33.84 +4.2%
526 MELI MERCADOLIBRE INC Consumer Cyclical 824.0 $1.4M 0.02% NEW $1697.36 +4.8%
527 RKLB ROCKET LAB CORP Industrials 13,723.0 $1.4M 0.02% NEW $101.65 -22.1%
528 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 12,332.0 $1.4M 0.02% NEW $113.09 -10.8%
529 TTC TORO CO Industrials 14,168.0 $1.4M 0.02% NEW $97.42 -1.1%
530 CIVEO CORP CDA 39,346.0 $1.4M 0.02% NEW $35.00
531 TRGP TARGA RES CORP Energy 5,084.0 $1.4M 0.02% NEW $268.12 +11.1%
532 CFG CITIZENS FINL GROUP INC Financial Services 19,368.0 $1.4M 0.02% NEW $70.07 +4.8%
533 DVA DAVITA INC Healthcare 6,087.0 $1.4M 0.02% NEW $222.48 -20.0%
534 WAB WABTEC Industrials 5,013.0 $1.4M 0.02% NEW $269.59 +9.3%
535 CRS CARPENTER TECHNOLOGY CORP Industrials 2,183.0 $1.3M 0.02% NEW $616.84 -13.8%
536 ALKS ALKERMES PLC Healthcare 25,487.0 $1.3M 0.02% NEW $52.40 -5.6%
537 CARR CARRIER GLOBAL CORPORATION Industrials 18,167.0 $1.3M 0.02% NEW $73.35 -16.3%
538 CMCSA COMCAST CORP NEW Communication Services 53,948.0 $1.3M 0.02% NEW $24.55 +6.7%
539 SNY SANOFI SA Healthcare 30,805.0 $1.3M 0.02% NEW $42.66 +5.4%
540 VSS VANGUARD INTL EQUITY INDEX F 8,484.0 $1.3M 0.02% NEW $154.30 +2.1%
Page 27 of 66  ·  1,313 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 26.5%
Industrials 9.4%
Consumer Cyclical 9.1%
Healthcare 8.4%
Communication Services 6.3%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.6%
Real Estate 1.6%