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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 28 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NU NU HLDGS LTD Financial Services 200.0 $3K $13.36 +7.4%
542 SOFI SOFI TECHNOLOGIES INC Financial Services 148.0 $3K $17.93 -1.5%
543 FIVN FIVE9 INC Technology 120.0 $3K $21.32 +52.2%
544 GRAL GRAIL INC Healthcare 37.0 $3K $68.27 +3.8%
545 GALAXY DIGITAL INC. 90.0 $2K $27.34
546 FISV FISERV INC Technology 50.0 $2K NEW $49.06 +5.4%
547 USAI PACER FDS TR 53.0 $2K +1.0 +1.9% $45.49 +5.0%
548 VFMF VANGUARD WELLINGTON FD 13.0 $2K +2.0 +18.2% $179.69 +3.6%
549 TLSI TRISALUS LIFE SCIENCES INC Healthcare 500.0 $2K $4.55 +18.7%
550 IONQ IONQ INC Technology 40.0 $2K NEW $53.27 -17.2%
551 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 120.0 $2K $17.35 -14.8%
552 RKLB ROCKET LAB CORP Industrials 19.0 $2K NEW $101.68 -22.2%
553 SCZ ISHARES TR 22.0 $2K +1.0 +4.8% $81.27 +5.3%
554 SPDW SPDR INDEX SHS FDS 34.0 $2K $50.41 +1.8%
555 THRM GENTHERM INC Consumer Cyclical 50.0 $2K NEW $34.12 +23.5%
556 KLARNA GROUP PLC 80.0 $2K $20.25
557 MOS MOSAIC CO Basic Materials 76.0 $2K $21.29 -0.7%
558 VSNT VERSANT MEDIA GROUP INC Industrials 43.0 $2K -40.0 -48.2% $36.02 +9.6%
559 BW BABCOCK & WILCOX ENTERPRISES Industrials 100.0 $1K -400.0 -80.0% $14.10 -35.2%
560 TRV TRAVELERS COMPANIES INC Financial Services 4.0 $1K $330.25 +11.4%
Page 28 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%