Index Performance
-6.10%
RITHOLTZ
Overview
Description
Barry Ritholtz is known for his pragmatic approach to stock selection, focusing on companies with strong financials, competitive positions, and long-term growth potential. Potential subcategories within this theme could include technology and healthcare companies, as well as those that have demonstrated resilience in the face of economic uncertainty. This index was generated with help from Thematic Assist.
- TickerRITHOLTZ
- Inception Date05/05/2023
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of February 13, 2026
CSV download
| Johnson & Johnson (JNJ) | 12.97% | $586.69B | 6.03% | 68.62% | 5.67 |
| Royal Bank of Canada (RY) | 11.07% | $237.76B | 2.13% | N/A | 4.52 |
| Alphabet, Inc. (GOOGL) | 10.95% | $3.70T | 15.20% | 59.66% | 9.35 |
| Apple, Inc. (AAPL) | 10.29% | $3.76T | 15.65% | 48.16% | 9.35 |
| Mastercard, Inc. (MA) | 9.98% | $462.28B | 16.61% | 96.03% | 16.00 |
| Visa, Inc. (V) | 9.89% | $598.64B | 14.63% | 78.69% | 16.39 |
| Thermo Fisher Scientific, Inc. (TMO) | 9.79% | $189.66B | 3.91% | 37.66% | 5.58 |
| Amazon.com, Inc. (AMZN) | 9.62% | $2.13T | 12.38% | 50.29% | 3.55 |
| Salesforce, Inc. (CRM) | 8.04% | $177.77B | 8.63% | 70.44% | 6.16 |
| PayPal Holdings, Inc. (PYPL) | 7.41% | $37.09B | 4.87% | 47.03% | 1.75 |
Market data by FactSet