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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 15 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 OKE ONEOK INC NEW Energy 63.0 $6K 0.00% +33.0 +110.0% $90.40 -1.2%
282 EBAY EBAY INC. Consumer Cyclical 62.0 $6K 0.00% +15.0 +31.9% $91.03 +25.2%
283 DUK DUKE ENERGY CORP NEW Utilities 43.0 $6K 0.00% +19.0 +79.2% $130.95 -4.3%
284 LITE LUMENTUM HLDGS INC Technology 8.0 $6K 0.00% +1.0 +14.3% $702.88 +23.0%
285 TGT TARGET CORP Consumer Defensive 46.0 $6K 0.00% +20.0 +76.9% $121.22 +5.2%
286 VTRS VIATRIS INC Healthcare 411.0 $6K 0.00% +113.0 +37.9% $13.51 +20.9%
287 ATO ATMOS ENERGY CORP Utilities 30.0 $6K 0.00% +13.0 +76.5% $184.73 -3.9%
288 NOW SERVICENOW INC Technology 53.0 $6K 0.00% +36.0 +211.8% $104.57 -2.1%
289 ADSK AUTODESK INC Technology 23.0 $6K 0.00% +7.0 +43.8% $239.43 +0.5%
290 REGN REGENERON PHARMACEUTICALS Healthcare 7.0 $5K 0.00% +4.0 +133.3% $772.71 -17.6%
291 SLB SLB LIMITED Energy 105.0 $5K 0.00% +37.0 +54.4% $51.39 +9.6%
292 KMI KINDER MORGAN INC DEL Energy 160.0 $5K 0.00% +60.0 +60.0% $33.53 -3.3%
293 FANG DIAMONDBACK ENERGY INC Energy 27.0 $5K 0.00% +3.0 +12.5% $197.81 -2.8%
294 RF REGIONS FINANCIAL CORP NEW Financial Services 204.0 $5K 0.00% +31.0 +17.9% $26.12 +7.7%
295 HII HUNTINGTON INGALLS INDS INC Industrials 14.0 $5K 0.00% +3.0 +27.3% $379.93 -15.9%
296 VST VISTRA CORP Utilities 35.0 $5K 0.00% +14.0 +66.7% $150.34 +7.9%
297 COHR COHERENT CORP Technology 22.0 $5K 0.00% +2.0 +10.0% $238.23 +52.0%
298 WCC WESCO INTL INC Industrials 19.0 $5K 0.00% +4.0 +26.7% $273.63 +36.2%
299 RS RELIANCE INC Basic Materials 17.0 $5K 0.00% +7.0 +70.0% $303.94 +23.8%
300 USFD US FOODS HLDG CORP Consumer Defensive 56.0 $5K 0.00% +11.0 +24.4% $92.21 -10.8%
Page 15 of 48  ·  951 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 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%