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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 15 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GOOD GLADSTONE COMMERCIAL CORP Real Estate 3,916.0 $45K 0.01% +97.0 +2.5% $11.43 +9.5%
282 NVT NVENT ELEC PLC Industrials 375.0 $44K 0.01% +101.0 +36.9% $118.13 +36.0%
283 THNQ EXCHANGE TRADED CONCEPTS TRU 746.0 $44K 0.01% +115.0 +18.2% $59.03 +31.5%
284 HODL VANECK BITCOIN ETF 2,208.0 $42K 0.01% $19.16 +13.3%
285 LULU LULULEMON ATHLETICA INC Consumer Cyclical 269.0 $41K 0.01% $153.10 -21.5%
286 ICLR ICON PLC Healthcare 371.0 $41K 0.01% $110.66 +2.8%
287 PPL PPL CORP Utilities 1,073.0 $41K 0.01% +9.0 +0.8% $38.18 -8.5%
288 DCI DONALDSON INC Industrials 476.0 $40K 0.01% $84.81 -2.8%
289 DAL DELTA AIR LINES INC Industrials 604.0 $40K 0.01% $66.49 +5.6%
290 XJR ISHARES TR 919.0 $40K 0.01% +82.0 +9.8% $43.54 +7.9%
291 VPU VANGUARD WORLD FD 201.0 $40K 0.01% $198.60 -3.3%
292 RFG INVESCO EXCHANGE TRADED FD T 717.0 $39K 0.01% $54.78 +9.3%
293 PEBO PEOPLES BANCORP INC Financial Services 1,178.0 $39K 0.01% +14.0 +1.2% $32.88 +2.5%
294 AMD ADVANCED MICRO DEVICES INC Technology 190.0 $39K 0.01% $203.43 +103.5%
295 UNIT UNITI GROUP LLC Real Estate 4,039.0 $38K 0.01% $9.38 +15.1%
296 ITW ILLINOIS TOOL WKS INC Industrials 145.0 $38K 0.01% $260.30 -4.2%
297 GLW CORNING INC Technology 275.0 $37K 0.01% $135.97 +31.3%
298 ANET ARISTA NETWORKS INC Technology 304.0 $37K 0.01% -69.0 -18.5% $122.78 +15.3%
299 NXT NEXTPOWER INC Technology 300.0 $36K 0.01% +150.0 +100.0% $120.55 +11.6%
300 BLUE OWL CAPITAL CORPORATION 3,219.0 $36K 0.01% +91.0 +2.9% $11.06
Page 15 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%