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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 24 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GGB GERDAU SA Basic Materials 2,135.0 $9K 0.00% $4.04 +15.6%
462 RNST RENASANT CORP Financial Services 202.0 $9K 0.00% $42.54 +0.1%
463 BAX BAXTER INTL INC Healthcare 400.0 $9K 0.00% $21.34 +21.5%
464 EWA ISHARES INC 300.0 $8K 0.00% $28.16 +5.1%
465 COF CAPITAL ONE FINL CORP Financial Services 42.0 $8K 0.00% $199.38 +11.1%
466 AYI ACUITY INC Industrials 22.0 $8K 0.00% $376.68 -8.3%
467 VXF VANGUARD INDEX FDS 33.0 $8K 0.00% NEW $246.79 -0.4%
468 MLM MARTIN MARIETTA MATLS INC Basic Materials 14.0 $8K 0.00% $576.71 -9.3%
469 VST VISTRA CORP Utilities 50.0 $8K 0.00% $159.10 -11.7%
470 FDL FIRST TR EXCHANGE-TRADED FD 160.0 $8K 0.00% NEW $48.66 +8.5%
471 CVS CVS HEALTH CORP Healthcare 73.0 $8K 0.00% $103.81 -8.6%
472 VGSH VANGUARD SCOTTSDALE FDS 130.0 $8K 0.00% -100.0 -43.5% $58.20 -0.1%
473 SMR NUSCALE PWR CORP Utilities 750.0 $8K 0.00% -916.0 -55.0% $10.03 -14.0%
474 EXPE EXPEDIA GROUP INC Consumer Cyclical 29.0 $7K 0.00% $255.90 +25.6%
475 JBL JABIL INC Technology 19.0 $7K 0.00% $385.53 -12.2%
476 CSL CARLISLE COS INC Industrials 20.0 $7K 0.00% $362.75 -1.8%
477 DRI DARDEN RESTAURANTS INC Consumer Cyclical 35.0 $7K 0.00% $206.03 +6.2%
478 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 113.0 $7K 0.00% +3.0 +2.7% $63.74 +13.9%
479 BROS DUTCH BROS INC Consumer Cyclical 100.0 $7K 0.00% $71.81 -32.5%
480 WMB WILLIAMS COS INC Energy 96.0 $7K 0.00% $74.34 +1.1%
Page 24 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%