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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 61 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 PWP PERELLA WEINBERG PARTNERS Financial Services 13,710.0 $219K 0.00% NEW $15.96 +5.1%
1202 ELAN ELANCO ANIMAL HEALTH INC Healthcare 8,889.0 $219K 0.00% NEW $24.61 -4.1%
1203 CXT CRANE NXT CO Industrials 4,273.0 $219K 0.00% NEW $51.16 -1.6%
1204 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,659.0 $218K 0.00% NEW $131.59 +2.1%
1205 VMC VULCAN MATLS CO Basic Materials 740.0 $218K 0.00% NEW $295.00 -5.7%
1206 VFH VANGUARD WORLD FD 1,658.0 $218K 0.00% NEW $131.60 +7.3%
1207 CYTK CYTOKINETICS INC Healthcare 2,549.0 $217K 0.00% NEW $85.19 -10.9%
1208 ASTE ASTEC INDS INC Industrials 3,548.0 $217K 0.00% NEW $61.19 -29.3%
1209 NDAQ NASDAQ INC Financial Services 2,747.0 $217K 0.00% NEW $78.82 +22.7%
1210 PTEN PATTERSON-UTI ENERGY INC Energy 23,473.0 $215K 0.00% NEW $9.18 +33.1%
1211 JKHY HENRY JACK & ASSOC INC Technology 1,561.0 $215K 0.00% NEW $137.75 +8.8%
1212 IRIDIUM COMMUNICATIONS INC 3,917.0 $215K 0.00% NEW $54.85
1213 DFAI DIMENSIONAL ETF TRUST 5,208.0 $215K 0.00% NEW $41.25 +5.1%
1214 BSCQ INVESCO EXCH TRD SLF IDX FD 10,977.0 $214K 0.00% NEW $19.52 +0.2%
1215 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 99,191.0 $214K 0.00% NEW $2.16 -4.2%
1216 QQQI NEOS ETF TRUST 3,761.0 $214K 0.00% NEW $56.79 -1.8%
1217 RNST RENASANT CORP Financial Services 5,012.0 $213K 0.00% NEW $42.54 +1.3%
1218 JEPQ J P MORGAN EXCHANGE TRADED F 3,468.0 $213K 0.00% NEW $61.47 -1.5%
1219 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,459.0 $213K 0.00% NEW $47.68 -2.3%
1220 WLFC WILLIS LEASE FIN CORP Industrials 927.0 $212K 0.00% NEW $228.84 -74.5%
Page 61 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%