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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 29 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TGT TARGET CORP Consumer Defensive 46.0 $6K 0.00% +20.0 +76.9% $121.22 +6.6%
562 VTRS VIATRIS INC Healthcare 411.0 $6K 0.00% +113.0 +37.9% $13.51 +18.7%
563 NOW SERVICENOW INC Technology 53.0 $6K 0.00% +36.0 +211.8% $104.57 +2.3%
564 ATO ATMOS ENERGY CORP Utilities 30.0 $6K 0.00% +13.0 +76.5% $184.73 -5.7%
565 ADSK AUTODESK INC Technology 23.0 $6K 0.00% +7.0 +43.8% $239.43 +0.2%
566 FNDC SCHWAB STRATEGIC TR 117.0 $5K 0.00% $46.37 +8.2%
567 REGN REGENERON PHARMACEUTICALS Healthcare 7.0 $5K 0.00% +4.0 +133.3% $772.71 -19.3%
568 SLB SLB LIMITED Energy 105.0 $5K 0.00% +37.0 +54.4% $51.39 +8.3%
569 KMI KINDER MORGAN INC DEL Energy 160.0 $5K 0.00% +60.0 +60.0% $33.53 -4.2%
570 FANG DIAMONDBACK ENERGY INC Energy 27.0 $5K 0.00% +3.0 +12.5% $197.81 -1.8%
571 RF REGIONS FINANCIAL CORP NEW Financial Services 204.0 $5K 0.00% +31.0 +17.9% $26.12 +6.6%
572 HII HUNTINGTON INGALLS INDS INC Industrials 14.0 $5K 0.00% +3.0 +27.3% $379.93 -15.0%
573 VST VISTRA CORP Utilities 35.0 $5K 0.00% +14.0 +66.7% $150.34 +8.3%
574 COHR COHERENT CORP Technology 22.0 $5K 0.00% +2.0 +10.0% $238.23 +61.1%
575 WCC WESCO INTL INC Industrials 19.0 $5K 0.00% +4.0 +26.7% $273.63 +33.7%
576 APP APPLOVIN CORP Technology 13.0 $5K 0.00% -4.0 -23.5% $398.00 +49.8%
577 RS RELIANCE INC Basic Materials 17.0 $5K 0.00% +7.0 +70.0% $303.94 +23.8%
578 USFD US FOODS HLDG CORP Consumer Defensive 56.0 $5K 0.00% +11.0 +24.4% $92.21 -11.6%
579 TROW PRICE T ROWE GROUP INC Financial Services 57.0 $5K 0.00% +19.0 +50.0% $90.14 +15.1%
580 EWBC EAST WEST BANCORP INC Financial Services 48.0 $5K 0.00% +11.0 +29.7% $106.77 +15.0%
Page 29 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%