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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $589.4B AUM 592 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 110 Added 117 Reduced 33 Exited
Page 13 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VO VANGUARD INDEX FDS 255.0 $73K 0.01% -27.0 -9.6% $287.18 -73.4%
242 XLP SELECT SECTOR SPDR TR 872.0 $71K 0.01% NEW $81.98 +5.1%
243 VOT VANGUARD INDEX FDS 275.0 $71K 0.01% $257.35 +9.6%
244 KLAC KLA CORP Technology 48.0 $70K 0.01% $1468.58 +19.3%
245 DOC HEALTHPEAK PROPERTIES INC Real Estate 4,276.0 $70K 0.01% +75.0 +1.8% $16.43 +18.3%
246 PSA PUBLIC STORAGE OPER CO Real Estate 259.0 $70K 0.01% +2.0 +0.8% $270.45 +8.9%
247 SOLV SOLVENTUM CORP Healthcare 1,048.0 $68K 0.01% -50.0 -4.5% $65.30 +15.7%
248 NOC NORTHROP GRUMMAN CORP Industrials 100.0 $68K 0.01% $682.24 -18.9%
249 NUE NUCOR CORP Basic Materials 400.0 $68K 0.01% $169.10 +32.0%
250 ENB ENBRIDGE INC Energy 1,249.0 $68K 0.01% $54.14 +4.8%
251 GPIX GOLDMAN SACHS ETF TR 1,350.0 $68K 0.01% $50.04 +9.6%
252 CMI CUMMINS INC Industrials 125.0 $67K 0.01% $538.02 +23.2%
253 GOCT FIRST TR EXCHNG TRADED FD VI 1,690.0 $65K 0.01% $38.63 +6.2%
254 IAU ISHARES GOLD TR Financial Services 707.0 $62K 0.01% $88.16 -3.8%
255 VXUS VANGUARD STAR FDS 800.0 $62K 0.01% $77.11 +7.9%
256 CNI CANADIAN NATL RY CO Industrials 600.0 $62K 0.01% $102.77 +10.3%
257 CTVA CORTEVA INC Basic Materials 729.0 $61K 0.01% $83.71 -4.9%
258 XJH ISHARES TR 1,316.0 $60K 0.01% +120.0 +10.0% $45.37 +5.8%
259 ESGD ISHARES TR 620.0 $59K 0.01% +54.0 +9.5% $95.62 +5.8%
260 DEO DIAGEO PLC Consumer Defensive 779.0 $58K 0.01% -2K -67.3% $74.42 +13.3%
Page 13 of 30  ·  590 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 29.5%
Technology 18.8%
Consumer Defensive 13.0%
Communication Services 9.5%
Consumer Cyclical 8.6%
Industrials 7.8%
Healthcare 5.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 0.9%