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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $657M AUM 606 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 85 Added 138 Reduced 29 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SWMR SWARMER INC Technology 120 $6K 0.00% SOLD
22 TTD THE TRADE DESK INC Technology 151 $3K 0.00% SOLD
23 ULS UL SOLUTIONS INC Industrials 35 $3K 0.00% SOLD
24 ZM ZOOM COMMUNICATIONS INC Technology 24 $2K SOLD
25 WAB WABTEC Industrials 1 $250.0 SOLD
26 CROX CROCS INC Consumer Cyclical 1 $84.0 SOLD
27 RBLX ROBLOX CORP Technology 1 $57.0 SOLD
28 AMN AMN HEALTHCARE SVCS INC Healthcare 1 $19.0 SOLD
29 MED MEDIFAST INC Consumer Cyclical 1 $11.0 SOLD
Page 2 of 2  ·  29 positions
Sector Allocation
Financial Services 30.4%
Technology 20.7%
Consumer Defensive 11.7%
Communication Services 9.9%
Consumer Cyclical 8.6%
Industrials 7.5%
Healthcare 5.5%
Energy 2.5%
Utilities 2.0%
Basic Materials 0.8%