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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 18 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 STE STERIS PLC Healthcare 120.0 $25K 0.00% $210.78 +10.3%
342 APLD APPLIED DIGITAL CORP Technology 671.0 $25K 0.00% $37.30 -23.6%
343 MYRG MYR GROUP INC Industrials 50.0 $25K 0.00% -50.0 -50.0% $500.40 -35.3%
344 SUSC ISHARES TR 1,065.0 $25K 0.00% +12.0 +1.1% $23.16 -2.3%
345 GAIN GLADSTONE INVT CORP Financial Services 1,594.0 $25K 0.00% +24.0 +1.5% $15.46 +4.7%
346 LRCX LAM RESEARCH CORP Technology 57.0 $25K 0.00% $431.32 -24.0%
347 ITA ISHARES TR 100.0 $24K 0.00% $242.42 +4.0%
348 VIKING HOLDINGS LTD 229.0 $24K 0.00% $104.67
349 FR FIRST INDL RLTY TR INC Real Estate 386.0 $24K 0.00% $61.34 +1.7%
350 RSPT INVESCO EXCHANGE TRADED FD T 362.0 $23K 0.00% $64.52 -0.1%
351 PLTR PALANTIR TECHNOLOGIES INC Technology 199.0 $23K 0.00% -895.0 -81.8% $116.67 +47.0%
352 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 241.0 $23K 0.00% +8.0 +3.4% $95.98 +33.6%
353 DLS WISDOMTREE TR 268.0 $22K 0.00% +5.0 +1.9% $83.67 +5.2%
354 SNX TD SYNNEX CORPORATION Technology 82.0 $22K 0.00% $267.34 -2.8%
355 THG HANOVER INS GROUP INC Financial Services 102.0 $22K 0.00% $214.13 +3.8%
356 JOBY JOBY AVIATION INC Industrials 2,425.0 $22K 0.00% $8.92 -14.2%
357 FORTINET INC 140.0 $22K 0.00% $153.62
358 CARNIVAL CORP LTD 743.0 $21K 0.00% NEW $28.55
359 VIGI VANGUARD WHITEHALL FDS 226.0 $21K 0.00% $93.38 +4.7%
360 STT STATE STR CORP Financial Services 123.0 $21K 0.00% $169.60 +13.1%
Page 18 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%