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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 22 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PRF INVESCO EXCHANGE TRADED FD T 213.0 $12K 0.00% $54.03 +3.7%
422 BP BP PLC Energy 311.0 $11K 0.00% -200.0 -39.1% $36.95 +17.5%
423 NI NISOURCE INC Utilities 241.0 $11K 0.00% $47.55 -11.4%
424 DOV DOVER CORP Industrials 51.0 $11K 0.00% $224.29 -9.5%
425 ARTY ISHARES TR 149.0 $11K 0.00% +30.0 +25.2% $76.28 -3.6%
426 SMB VANECK ETF TRUST 650.0 $11K 0.00% $17.34 -0.7%
427 CMS CMS ENERGY CORP Utilities 147.0 $11K 0.00% $76.50 -7.1%
428 RL RALPH LAUREN CORP Consumer Cyclical 28.0 $11K 0.00% $401.43 -5.8%
429 EMBJ EMBRAER S.A. Industrials 175.0 $11K 0.00% NEW $63.80 +20.8%
430 HST HOST HOTELS & RESORTS INC Real Estate 464.0 $11K 0.00% $23.71 -3.3%
431 RUN SUNRUN INC Energy 820.0 $11K 0.00% $13.38 -30.8%
432 MTB M & T BK CORP Financial Services 46.0 $11K 0.00% $238.02 +5.7%
433 SPG SIMON PPTY GROUP INC NEW Real Estate 48.0 $11K 0.00% $223.67 -1.4%
434 DTE DTE ENERGY CO Utilities 70.0 $11K 0.00% $151.86 -7.7%
435 CGW INVESCO EXCH TRADED FD TR II 160.0 $10K 0.00% $65.53 -1.5%
436 VLO VALERO ENERGY CORP Energy 40.0 $10K 0.00% NEW $261.75 +33.7%
437 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 5.0 $10K 0.00% $2080.80 +6.1%
438 USMV ISHARES TR 106.0 $10K 0.00% $96.46 +4.2%
439 ROBT FIRST TR EXCHANGE TRADED FD 182.0 $10K 0.00% +1.0 +0.6% $56.12 +4.6%
440 VGK VANGUARD INTL EQUITY INDEX F 115.0 $10K 0.00% $88.55 +3.4%
Page 22 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%