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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $596M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 595 New
Page 14 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 763.0 $58K 0.01% NEW $75.91 -29.5%
262 IAU ISHARES GOLD TR Financial Services 707.0 $57K 0.01% NEW $81.17 +4.5%
263 NOC NORTHROP GRUMMAN CORP Industrials 100.0 $57K 0.01% NEW $570.21 -3.0%
264 MAC MACERICH CO Real Estate 3,038.0 $56K 0.01% NEW $18.46 +19.3%
265 LULU LULULEMON ATHLETICA INC Consumer Cyclical 269.0 $56K 0.01% NEW $207.81 -42.5%
266 WOR WORTHINGTON ENTERPRISES INC Industrials 1,071.0 $55K 0.01% NEW $51.56 +4.0%
267 HODL VANECK BITCOIN ETF 2,208.0 $55K 0.01% NEW $24.73 -12.1%
268 ESGD ISHARES TR 566.0 $54K 0.01% NEW $95.09 +6.4%
269 XJH ISHARES TR 1,196.0 $53K 0.01% NEW $44.65 +7.5%
270 KNG FIRST TR EXCHANGE-TRADED FD 1,070.0 $53K 0.01% NEW $49.17 -1.2%
271 SHY ISHARES TR 600.0 $50K 0.01% NEW $82.82 -1.0%
272 DFAT DIMENSIONAL ETF TRUST 832.0 $50K 0.01% NEW $59.54 +10.0%
273 ANET ARISTA NETWORKS INC Technology 373.0 $49K 0.01% NEW $131.03 +7.2%
274 CTVA CORTEVA INC Basic Materials 729.0 $49K 0.01% NEW $67.03 +18.8%
275 SRE SEMPRA Utilities 553.0 $49K 0.01% NEW $88.29 +3.2%
276 SPSM SPDR SERIES TRUST 1,034.0 $48K 0.01% NEW $46.86 +10.5%
277 RDDT REDDIT INC Communication Services 200.0 $46K 0.01% NEW $229.87 -31.8%
278 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,896.0 $46K 0.01% NEW $24.02 +36.8%
279 NVO NOVO-NORDISK A S Healthcare 895.0 $46K 0.01% NEW $50.86 -12.3%
280 AXON AXON ENTERPRISE INC Industrials 75.0 $43K 0.01% NEW $567.93 -31.8%
Page 14 of 30  ·  595 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 29.6%
Technology 19.5%
Consumer Defensive 12.5%
Communication Services 10.0%
Consumer Cyclical 9.4%
Industrials 7.6%
Healthcare 5.8%
Energy 2.5%
Utilities 1.8%
Basic Materials 0.9%