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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 18 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SYY SYSCO CORP Consumer Defensive 391.0 $28K 0.01% +26.0 +7.1% $71.33 +5.4%
342 SBLK STAR BULK CARRIERS CORP. Industrials 1,213.0 $28K 0.01% $22.97 +19.0%
343 XLV SELECT SECTOR SPDR TR 186.0 $27K 0.01% +107.0 +135.4% $146.61 +1.5%
344 NEE NEXTERA ENERGY INC Utilities 292.0 $27K 0.01% +101.0 +52.9% $92.88 -5.6%
345 FNDX SCHWAB STRATEGIC TR 969.0 $27K 0.01% $27.85 +11.2%
346 C CITIGROUP INC Financial Services 237.0 $27K 0.01% +20.0 +9.2% $113.41 +10.5%
347 LAMR LAMAR ADVERTISING CO Real Estate 212.0 $27K 0.01% +8.0 +3.9% $126.66 +20.1%
348 XLI SELECT SECTOR SPDR TR 163.0 $26K 0.01% +113.0 +226.0% $161.73 +7.8%
349 AMP AMERIPRISE FINL INC Financial Services 59.0 $26K 0.01% -1.0 -1.7% $444.41 -0.3%
350 VUSB VANGUARD BD INDEX FDS 522.0 $26K 0.01% +80.0 +18.1% $49.79 +0.0%
351 SFL SFL CORPORATION LTD Industrials 2,393.0 $26K 0.01% $10.79 +6.6%
352 BWXT BWX TECHNOLOGIES INC Industrials 126.0 $26K 0.01% +1.0 +0.8% $204.49 -2.7%
353 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 285.0 $26K 0.01% -139.0 -32.8% $90.11 +16.0%
354 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6.0 $25K 0.01% +1.0 +20.0% $4210.33 -96.0%
355 NOC NORTHROP GRUMMAN CORP Industrials 37.0 $25K 0.01% +3.0 +8.8% $682.24 -19.2%
356 TXN TEXAS INSTRS INC Technology 130.0 $25K 0.01% +14.0 +12.1% $194.15 +63.5%
357 LHX L3HARRIS TECHNOLOGIES INC Industrials 73.0 $25K 0.01% +6.0 +9.0% $345.15 -10.5%
358 PEY INVESCO EXCHANGE TRADED FD T 1,174.0 $25K 0.01% $21.42 +4.9%
359 WSO WATSCO INC Industrials 68.0 $25K 0.01% +3.0 +4.6% $363.79 +4.7%
360 IBMO ISHARES TR 965.0 $25K 0.01% $25.63 +0.1%
Page 18 of 87  ·  1,730 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%