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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 16 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KTB KONTOOR BRANDS INC Consumer Cyclical 443.0 $37K 0.01% $83.39 -1.3%
302 HODL VANECK BITCOIN ETF 2,208.0 $37K 0.01% $16.61 +10.0%
303 SPHQ INVESCO EXCHANGE TRADED FD T 400.0 $36K 0.01% $90.10 -3.8%
304 HUM HUMANA INC Healthcare 90.0 $36K 0.01% $397.22 -3.8%
305 CSX CSX CORP Industrials 750.0 $36K 0.01% $47.53 +5.7%
306 XLE SELECT SECTOR SPDR TR 665.0 $35K 0.01% -196.0 -22.8% $53.13 +19.8%
307 ILCG ISHARES TR 301.0 $35K 0.01% $116.93 -0.8%
308 MPT MEDICAL PROPERTIES TRUST INC Financial Services 7,601.0 $35K 0.01% +138.0 +1.9% $4.62 -13.0%
309 TDIV FIRST TR EXCHANGE TRADED FD 305.0 $35K 0.01% $114.71 -0.3%
310 AMP AMERIPRISE FINL INC Financial Services 76.0 $35K 0.01% $458.76 +22.5%
311 RDDT REDDIT INC Communication Services 200.0 $35K 0.01% $173.58 -8.8%
312 SJM SMUCKER J M CO Consumer Defensive 307.0 $35K 0.01% +2.0 +0.7% $112.57 +5.3%
313 PRU PRUDENTIAL FINL INC Financial Services 304.0 $33K 0.01% -259.0 -46.0% $107.93 +15.4%
314 UAL UNITED AIRLS HLDGS INC Industrials 240.0 $33K 0.01% $135.99 -12.7%
315 IVOG VANGUARD ADMIRAL FDS INC 221.0 $32K 0.01% $146.30 -0.5%
316 WTRG ESSENTIAL UTILS INC Utilities 842.0 $32K 0.01% +8.0 +1.0% $38.30 +5.4%
317 CRWV COREWEAVE INC Technology 320.0 $32K 0.01% $99.54 -6.4%
318 ENPH ENPHASE ENERGY INC Energy 640.0 $32K 0.01% $49.24 -23.7%
319 MRVL MARVELL TECHNOLOGY INC Technology 105.0 $31K 0.01% $298.49 -27.6%
320 VNQ VANGUARD INDEX FDS 323.0 $31K 0.01% +3.0 +0.9% $96.43 +1.2%
Page 16 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%