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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $589M AUM 592 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 110 Added 117 Reduced 33 Exited
Page 14 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MAC MACERICH CO Real Estate 3,065.0 $58K 0.01% +27.0 +0.9% $18.90 +15.7%
262 CARR CARRIER GLOBAL CORPORATION Industrials 1,018.0 $57K 0.01% -100.0 -8.9% $56.32 +9.1%
263 DECK DECKERS OUTDOOR CORP Consumer Cyclical 568.0 $57K 0.01% $100.09 -5.5%
264 AEIS ADVANCED ENERGY INDS Industrials 175.0 $57K 0.01% +100.0 +133.3% $322.88 -6.2%
265 RSPE INVESCO EXCH TRADED FD TR II 1,913.0 $56K 0.01% NEW $29.43 +7.8%
266 WOR WORTHINGTON ENTERPRISES INC Industrials 1,071.0 $56K 0.01% $52.13 +4.2%
267 PRU PRUDENTIAL FINL INC Financial Services 563.0 $55K 0.01% +4.0 +0.7% $97.61 +5.5%
268 GLAD GLADSTONE CAP CORP Financial Services 3,148.0 $55K 0.01% +75.0 +2.4% $17.35 +10.3%
269 SRE SEMPRA Utilities 553.0 $54K 0.01% $97.17 -7.1%
270 KNG FIRST TR EXCHANGE-TRADED FD 1,093.0 $53K 0.01% +23.0 +2.1% $48.73 -0.5%
271 XLE SELECT SECTOR SPDR TR 861.0 $53K 0.01% $61.23 +0.1%
272 NKE NIKE INC Consumer Cyclical 993.0 $52K 0.01% $52.80 -19.4%
273 DFAT DIMENSIONAL ETF TRUST 832.0 $52K 0.01% $62.45 +4.4%
274 SPSM SPDR SERIES TRUST 1,034.0 $50K 0.01% $48.32 +7.2%
275 SHY ISHARES TR 600.0 $50K 0.01% $82.57 -0.6%
276 SCHR SCHWAB STRATEGIC TR 1,985.0 $49K 0.01% -1K -41.0% $24.91 -1.8%
277 AA ALCOA CORP Basic Materials 733.0 $49K 0.01% $66.33 -3.6%
278 MTZ MASTEC INC Industrials 150.0 $48K 0.01% +100.0 +200.0% $321.74 +19.8%
279 FRNW FIDELITY COVINGTON TRUST 1,970.0 $46K 0.01% -65.0 -3.2% $23.11 +10.0%
280 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,896.0 $45K 0.01% $23.81 +38.6%
Page 14 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%