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Portfolio (Quarterly) Guide ↗

RITHOLTZ WEALTH MANAGEMENT

· CIK 0001698218
13F Portfolio $6.7B AUM 1,313 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1313 New
Page 30 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 VRSN VERISIGN INC Technology 4,574.0 $1.2M 0.02% NEW $251.58 +8.5%
582 AP AMPCO-PITTSBURG CORP Industrials 132,943.0 $1.1M 0.02% NEW $8.65 +3.1%
583 RB GLOBAL INC 9,792.0 $1.1M 0.02% NEW $116.45
584 NXPI NXP SEMICONDUCTORS N V Technology 4,018.0 $1.1M 0.02% NEW $281.04 -19.6%
585 CECO CECO ENVIRONMENTAL CORP Industrials 12,373.0 $1.1M 0.02% NEW $90.74 -17.1%
586 KMI KINDER MORGAN INC DEL Energy 35,055.0 $1.1M 0.02% NEW $31.97 +0.3%
587 CVLG COVENANT LOGISTICS GROUP INC Industrials 25,315.0 $1.1M 0.02% NEW $44.18 -22.5%
588 AXON AXON ENTERPRISE INC Industrials 1,993.0 $1.1M 0.02% NEW $560.47 +15.2%
589 AMP AMERIPRISE FINL INC Financial Services 2,434.0 $1.1M 0.02% NEW $458.69 +22.0%
590 LSTR LANDSTAR SYS INC Industrials 5,371.0 $1.1M 0.02% NEW $206.80 -10.5%
591 ARGX ARGENX SE Healthcare 1,194.0 $1.1M 0.02% NEW $927.77 +11.3%
592 IUSV ISHARES TR 10,055.0 $1.1M 0.02% NEW $110.15 +4.9%
593 REGN REGENERON PHARMACEUTICALS Healthcare 1,770.0 $1.1M 0.02% NEW $623.58 +34.8%
594 INCY INCYTE CORP Healthcare 9,720.0 $1.1M 0.02% NEW $113.36 +13.3%
595 HUM HUMANA INC Healthcare 2,761.0 $1.1M 0.02% NEW $397.25 -4.9%
596 FFIV F5 INC Technology 2,634.0 $1.1M 0.02% NEW $415.96 -8.0%
597 BLUX EXCHANGE TRADED CONCEPTS TRU 33,651.0 $1.1M 0.02% NEW $32.19 +1.8%
598 MEOH METHANEX CORP Basic Materials 23,353.0 $1.1M 0.02% NEW $46.15 +22.6%
599 RCKY ROCKY BRANDS INC Consumer Cyclical 26,096.0 $1.1M 0.02% NEW $41.24 +14.1%
600 ICICI BANK LIMITED 36,922.0 $1.1M 0.02% NEW $29.03
Page 30 of 66  ·  1,313 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
Technology 26.9%
Financial Services 26.5%
Industrials 9.4%
Consumer Cyclical 9.1%
Healthcare 8.4%
Communication Services 6.3%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.6%
Real Estate 1.6%