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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 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP Financial Services 8,600.0 $490K 0.07% -61.0 -0.7% $56.98 +12.2%
62 VTI VANGUARD INDEX FDS 1,244.0 $460K 0.07% -67.0 -5.1% $370.06 +2.6%
63 NVS NOVARTIS AG Healthcare 2,821.0 $442K 0.07% -286.0 -9.2% $156.70 -1.2%
64 CENCORA INC 1,523.0 $431K 0.07% -176.0 -10.4% $282.95
65 KO COCA COLA CO Consumer Defensive 4,969.0 $404K 0.06% -271.0 -5.2% $81.26 +9.2%
66 DUK DUKE ENERGY CORP NEW Utilities 3,092.0 $391K 0.06% -80.0 -2.5% $126.59 -1.4%
67 LMBS FIRST TR EXCHANGE-TRADED FD 7,674.0 $382K 0.06% -3K -24.6% $49.78 -0.2%
68 JNJ JOHNSON & JOHNSON Healthcare 1,484.0 $377K 0.06% -73.0 -4.7% $254.03 +6.5%
69 DSEP FIRST TR EXCHNG TRADED FD VI 7,350.0 $349K 0.05% -75.0 -1.0% $47.44 +1.9%
70 ORCL ORACLE CORP Technology 2,304.0 $338K 0.05% -42.0 -1.8% $146.58 -2.0%
71 UNH UNITEDHEALTH GROUP INC Healthcare 792.0 $329K 0.05% -242.0 -23.4% $415.84 -4.9%
72 QCOM QUALCOMM INC Technology 1,741.0 $322K 0.05% -1K -36.8% $184.77 -13.8%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 1,124.0 $316K 0.05% -43.0 -3.7% $281.14 -16.9%
74 PEP PEPSICO INC Consumer Defensive 2,110.0 $286K 0.04% -22.0 -1.0% $135.40 +3.5%
75 LOW LOWES COS INC Consumer Cyclical 1,287.0 $284K 0.04% -26.0 -2.0% $220.56 -1.6%
76 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 911.0 $267K 0.04% -178.0 -16.4% $293.14 +3.6%
77 UNILEVER PLC 4,377.0 $263K 0.04% -1K -19.7% $60.12
78 RDVI FIRST TR EXCHANGE-TRADED FD 8,869.0 $261K 0.04% -302.0 -3.3% $29.40 +1.1%
79 HD HOME DEPOT INC Consumer Cyclical 728.0 $257K 0.04% -103.0 -12.4% $352.58 -3.9%
80 ECL ECOLAB INC Basic Materials 918.0 $256K 0.04% -78.0 -7.8% $278.72 +0.6%
Page 4 of 7  ·  138 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%