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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 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 920.0 $249K 0.04% -105.0 -10.2% $270.31 -0.6%
82 GEV GE VERNOVA INC Utilities 191.0 $225K 0.03% -19.0 -9.1% $1177.66 -14.3%
83 ISCG ISHARES TR 3,320.0 $218K 0.03% -299.0 -8.3% $65.54 -0.2%
84 MCK MCKESSON CORP Healthcare 283.0 $214K 0.03% -13.0 -4.4% $756.74 +16.2%
85 IWB ISHARES TR 516.0 $211K 0.03% -26.0 -4.8% $409.50 +2.7%
86 MDT MEDTRONIC PLC Healthcare 2,597.0 $203K 0.03% -114.0 -4.2% $78.23 +18.4%
87 KR KROGER CO Consumer Defensive 3,619.0 $201K 0.03% -319.0 -8.1% $55.53 +2.3%
88 VHT VANGUARD WORLD FD 661.0 $198K 0.03% -41.0 -5.8% $299.07 +6.6%
89 ABNB AIRBNB INC Consumer Cyclical 1,330.0 $190K 0.03% -65.0 -4.7% $143.10 +28.7%
90 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,328.0 $175K 0.03% -247.0 -15.7% $131.43 +0.1%
91 TMO THERMO FISHER SCIENTIFIC INC Healthcare 347.0 $174K 0.03% -32.0 -8.4% $501.36 +17.2%
92 UBER UBER TECHNOLOGIES INC Technology 2,246.0 $162K 0.03% -24.0 -1.1% $72.16 +5.5%
93 VEEV VEEVA SYS INC Healthcare 910.0 $161K 0.03% -663.0 -42.1% $177.47 +38.4%
94 MAS MASCO CORP Industrials 1,920.0 $156K 0.02% -508.0 -20.9% $81.38 -9.3%
95 FSLR FIRST SOLAR INC Energy 655.0 $155K 0.02% -65.0 -9.0% $235.96 -7.2%
96 SCHA SCHWAB STRATEGIC TR 3,984.0 $144K 0.02% -171.0 -4.1% $36.13 -3.0%
97 CRM SALESFORCE INC Technology 916.0 $144K 0.02% -387.0 -29.7% $156.68 +26.4%
98 TCAF T ROWE PRICE EXCHANGE-TRADED 3,255.0 $134K 0.02% -320.0 -8.9% $41.10 +3.1%
99 CMCSA COMCAST CORP NEW Communication Services 5,259.0 $129K 0.02% -903.0 -14.7% $24.55 +6.4%
100 VRTX VERTEX PHARMACEUTICALS INC Healthcare 255.0 $127K 0.02% -27.0 -9.6% $496.73 +6.7%
Page 5 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%