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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 14 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VZ VERIZON COMMUNICATIONS INC Communication Services 1,454.0 $62K 0.01% -20.0 -1.4% $42.35 +14.6%
262 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 3,269.0 $62K 0.01% -1K -31.4% $18.82 -1.1%
263 THNQ EXCHANGE TRADED CONCEPTS TRU 662.0 $60K 0.01% -84.0 -11.3% $91.25 -0.7%
264 ADP AUTOMATIC DATA PROCESSING IN Industrials 268.0 $60K 0.01% -134.0 -33.3% $223.95 +20.3%
265 SPSM SPDR SERIES TRUST 1,034.0 $60K 0.01% $57.67 -0.4%
266 DFAT DIMENSIONAL ETF TRUST 832.0 $58K 0.01% $69.90 +2.5%
267 WOR WORTHINGTON ENTERPRISES INC Industrials 1,071.0 $58K 0.01% $53.75 +6.0%
268 OMC OMNICOM GROUP INC Communication Services 783.0 $57K 0.01% -246.0 -23.9% $72.82 +18.5%
269 DAL DELTA AIR LINES INC Industrials 604.0 $57K 0.01% $93.74 -8.6%
270 DECK DECKERS OUTDOOR CORP Consumer Cyclical 568.0 $56K 0.01% $99.29 -9.9%
271 IAU ISHARES GOLD TR Financial Services 707.0 $53K 0.01% $75.51 +8.2%
272 ANET ARISTA NETWORKS INC Technology 304.0 $52K 0.01% $169.88 +13.7%
273 SRE SEMPRA Utilities 553.0 $51K 0.01% $92.71 -6.0%
274 KNG FIRST TR EXCHANGE-TRADED FD 1,014.0 $51K 0.01% -79.0 -7.2% $50.49 +2.5%
275 NOC NORTHROP GRUMMAN CORP Industrials 100.0 $51K 0.01% $509.31 +15.7%
276 ADBE ADOBE INC Technology 245.0 $50K 0.01% -167.0 -40.5% $205.02 +28.3%
277 SPHY SPDR SERIES TRUST 2,350.0 $49K 0.01% NEW $21.05 +10.5%
278 SCHR SCHWAB STRATEGIC TR 2,005.0 $49K 0.01% +20.0 +1.0% $24.65 -0.9%
279 GOOD GLADSTONE COMMERCIAL CORP Real Estate 4,010.0 $49K 0.01% +94.0 +2.4% $12.30 +4.4%
280 SHY ISHARES TR 600.0 $49K 0.01% $82.11 -0.1%
Page 14 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%