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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 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BBWI BATH & BODY WORKS INC Consumer Cyclical 175.0 $4K 0.00% NEW $23.13 -13.2%
22 ELF E L F BEAUTY INC Consumer Defensive 50.0 $4K 0.00% NEW $74.00 +26.6%
23 JEDI ETF SER SOLUTIONS 110.0 $3K NEW $29.05 +3.9%
24 FISV FISERV INC Technology 50.0 $2K NEW $49.06 +7.9%
25 IONQ IONQ INC Technology 40.0 $2K NEW $53.27 -15.9%
26 RKLB ROCKET LAB CORP Industrials 19.0 $2K NEW $101.68 -22.0%
27 THRM GENTHERM INC Consumer Cyclical 50.0 $2K NEW $34.12 +24.7%
28 CIFR CIPHER DIGITAL INC Financial Services 42.0 $1K NEW $24.50 -32.4%
29 LUNR INTUITIVE MACHINES INC Industrials 44.0 $942.0 NEW $21.41 -8.3%
30 TNDM TANDEM DIABETES CARE INC Healthcare 50.0 $755.0 NEW $15.10 +53.0%
31 TEM TEMPUS AI INC Healthcare 13.0 $754.0 NEW $58.00 -14.0%
32 LUMN LUMEN TECHNOLOGIES INC Communication Services 98.0 $753.0 NEW $7.68 -20.0%
33 QTRX QUANTERIX CORP Healthcare 150.0 $648.0 NEW $4.32 -35.5%
34 IREN IREN LIMITED Financial Services 14.0 $641.0 NEW $45.79 -7.5%
35 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 6.0 $247.0 NEW $41.17 -3.8%
36 PATH UIPATH INC Technology 20.0 $218.0 NEW $10.90 +42.6%
37 DOMO DOMO INC Technology 50.0 $157.0 NEW $3.14 +19.3%
38 KSCP KNIGHTSCOPE INC Industrials 30.0 $64.0 NEW $2.13 -33.2%
39 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 6.0 $26.0 NEW $4.33 -0.6%
40 AMCX AMC GLOBAL MEDIA INC Communication Services 2.0 $20.0 NEW $10.00 +22.3%
Page 2 of 3  ·  41 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
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%