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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 10 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VEEV VEEVA SYS INC Healthcare 910.0 $161K 0.03% -663.0 -42.1% $177.47 +38.4%
182 GRID FIRST TR EXCHANGE-TRADED FD 840.0 $161K 0.03% +26.0 +3.2% $191.75 -4.0%
183 ISRG INTUITIVE SURGICAL INC Healthcare 403.0 $160K 0.02% $397.68 -0.2%
184 BHM BLUEROCK HOMES TRUST INC Real Estate 17,571.0 $158K 0.02% +185.0 +1.1% $9.00 -2.2%
185 MAS MASCO CORP Industrials 1,920.0 $156K 0.02% -508.0 -20.9% $81.38 -9.3%
186 FSLR FIRST SOLAR INC Energy 655.0 $155K 0.02% -65.0 -9.0% $235.96 -7.2%
187 IWV ISHARES TR 355.0 $151K 0.02% $426.40 +2.6%
188 RAAX VANECK ETF TRUST 3,749.0 $149K 0.02% +253.0 +7.2% $39.68 +4.4%
189 VEU VANGUARD INTL EQUITY INDEX F 1,764.0 $148K 0.02% $83.75 +0.9%
190 TGT TARGET CORP Consumer Defensive 1,106.0 $144K 0.02% $130.61 +16.5%
191 SCHA SCHWAB STRATEGIC TR 3,984.0 $144K 0.02% -171.0 -4.1% $36.13 -3.0%
192 CRM SALESFORCE INC Technology 916.0 $144K 0.02% -387.0 -29.7% $156.68 +26.4%
193 URI UNITED RENTALS INC Industrials 125.0 $142K 0.02% $1132.90 -0.1%
194 ASML ASML HLDG NV Technology 70.0 $139K 0.02% $1989.44 -9.9%
195 YLDE LEGG MASON ETF INVT 2,498.0 $139K 0.02% $55.62 +3.4%
196 SO SOUTHERN CO Utilities 1,450.0 $139K 0.02% $95.71 -3.3%
197 AEP AMERICAN ELEC PWR CO INC Utilities 1,005.0 $138K 0.02% $136.83 -7.2%
198 PIO INVESCO EXCH TRADED FD TR II 3,047.0 $137K 0.02% $44.98 -1.2%
199 TCAF T ROWE PRICE EXCHANGE-TRADED 3,255.0 $134K 0.02% -320.0 -8.9% $41.10 +3.1%
200 NFLX NETFLIX INC. Communication Services 1,870.0 $134K 0.02% $71.40 +9.9%
Page 10 of 31  ·  602 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%