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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 24 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CRK COMSTOCK RES INC Energy 531.0 $11K 0.00% $21.08 -37.2%
462 ABSI ABSCI CORPORATION Healthcare 3,600.0 $11K 0.00% $3.00 +72.0%
463 FAF FIRST AMERN FINL CORP Financial Services 178.0 $11K 0.00% +167.0 +1518.2% $60.29 +12.0%
464 MCHP MICROCHIP TECHNOLOGY INC. Technology 166.0 $11K 0.00% +4.0 +2.5% $64.61 +49.9%
465 FLOT ISHARES TR 209.0 $11K 0.00% -95.0 -31.2% $50.95 +0.2%
466 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 35.0 $11K 0.00% +24.0 +218.2% $304.09 +10.8%
467 AVUS AMERICAN CENTY ETF TR 94.0 $10K 0.00% $111.18 +14.3%
468 DKS DICKS SPORTING GOODS INC Consumer Cyclical 52.0 $10K 0.00% -82.0 -61.2% $198.31 +10.5%
469 BFLY BUTTERFLY NETWORK INC Healthcare 2,525.0 $10K 0.00% $4.04 +15.8%
470 IBB ISHARES TR 60.0 $10K 0.00% $168.85 +0.6%
471 JBL JABIL INC Technology 38.0 $10K 0.00% +8.0 +26.7% $265.63 +39.8%
472 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 107.0 $10K 0.00% +105.0 +5250.0% $93.88 +135.7%
473 TRP TC ENERGY CORP Energy 156.0 $10K 0.00% $62.60 +9.0%
474 EME EMCOR GROUP INC Industrials 13.0 $10K 0.00% +3.0 +30.0% $738.38 +15.8%
475 NUKZ EXCHANGE TRADED CONCEPTS TRU 145.0 $10K 0.00% $65.77 +9.2%
476 PBYI PUMA BIOTECHNOLOGY INC Healthcare 1,450.0 $9K 0.00% $6.39 +14.4%
477 ISRG INTUITIVE SURGICAL INC Healthcare 20.0 $9K 0.00% -1.0 -4.8% $461.00 -9.2%
478 SHAK SHAKE SHACK INC Consumer Cyclical 102.0 $9K 0.00% +1.0 +1.0% $88.47 -27.2%
479 VRSK VERISK ANALYTICS INC Industrials 47.0 $9K 0.00% -7.0 -13.0% $189.77 -9.6%
480 TM TOYOTA MOTOR CORP Consumer Cyclical 43.0 $9K 0.00% +41.0 +2050.0% $206.09 -7.8%
Page 24 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%