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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 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITW ILLINOIS TOOL WKS INC Industrials 100.0 $27K 0.00% -45.0 -31.0% $270.47 +5.6%
122 MYRG MYR GROUP INC Industrials 50.0 $25K 0.00% -50.0 -50.0% $500.40 -35.3%
123 PLTR PALANTIR TECHNOLOGIES INC Technology 199.0 $23K 0.00% -895.0 -81.8% $116.67 +47.3%
124 MTZ MASTEC INC Industrials 50.0 $21K 0.00% -100.0 -66.7% $416.06 -31.5%
125 VSS VANGUARD INTL EQUITY INDEX F 133.0 $21K 0.00% -6.0 -4.3% $154.77 +2.1%
126 MDLZ MONDELEZ INTL INC Consumer Defensive 352.0 $20K 0.00% -189.0 -34.9% $57.84 +8.9%
127 BLUE OWL CAPITAL CORPORATION 1,688.0 $18K 0.00% -2K -47.6% $10.87
128 NXT NEXTPOWER INC Technology 150.0 $18K 0.00% -150.0 -50.0% $119.14 -22.8%
129 TROW PRICE T ROWE GROUP INC Financial Services 125.0 $14K 0.00% -84.0 -40.2% $113.70 -2.8%
130 BP BP PLC Energy 311.0 $11K 0.00% -200.0 -39.1% $36.95 +17.4%
131 GBX GREENBRIER COS INC Industrials 204.0 $10K 0.00% -159.0 -43.8% $48.99 -8.3%
132 VGSH VANGUARD SCOTTSDALE FDS 130.0 $8K 0.00% -100.0 -43.5% $58.20 -0.1%
133 SMR NUSCALE PWR CORP Utilities 750.0 $8K 0.00% -916.0 -55.0% $10.03 -13.4%
134 FRTY THE ALGER ETF TRUST 150.0 $4K 0.00% -206.0 -57.9% $24.90 -6.8%
135 SOLV SOLVENTUM CORP Healthcare 48.0 $4K 0.00% -1K -95.4% $77.17 +14.0%
136 EPAC ENERPAC TOOL GROUP CORP Industrials 98.0 $4K 0.00% -32.0 -24.6% $35.83 +1.7%
137 VSNT VERSANT MEDIA GROUP INC Industrials 43.0 $2K -40.0 -48.2% $36.02 +10.1%
138 BW BABCOCK & WILCOX ENTERPRISES Industrials 100.0 $1K -400.0 -80.0% $14.10 -35.4%
Page 7 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%