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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 40 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 HAS HASBRO INC Consumer Cyclical 27.0 $3K 0.00% +7.0 +35.0% $93.63 -12.9%
782 FHN FIRST HORIZON CORPORATION Financial Services 111.0 $3K 0.00% +35.0 +46.0% $22.77 +13.3%
783 EXPAND ENERGY CORPORATION 23.0 $3K 0.00% +8.0 +53.3% $109.78
784 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2.0 $3K 0.00% $1261.50 +3.8%
785 NVTS NAVITAS SEMICONDUCTOR CORP Technology 287.0 $3K 0.00% $8.77 +30.7%
786 EHC ENCOMPASS HEALTH CORP Healthcare 26.0 $3K 0.00% +3.0 +13.0% $96.73 +16.0%
787 CRON CRONOS GROUP INC Healthcare 1,000.0 $3K 0.00% $2.51 +11.2%
788 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 730.0 $2K 0.00% $3.41 +32.8%
789 ROP ROPER TECHNOLOGIES INC Industrials 7.0 $2K 0.00% +5.0 +250.0% $354.00 +2.6%
790 VLTO VERALTO CORP Industrials 28.0 $2K 0.00% +12.0 +75.0% $88.43 +6.5%
791 FCN FTI CONSULTING INC Industrials 14.0 $2K 0.00% -1.0 -6.7% $176.79 -8.1%
792 AIR LEASE CORP 38.0 $2K 0.00% +16.0 +72.7% $64.95
793 RJF RAYMOND JAMES FINL INC Financial Services 17.0 $2K 0.00% +4.0 +30.8% $144.82 +16.3%
794 CRUS CIRRUS LOGIC INC Technology 17.0 $2K 0.00% +6.0 +54.5% $144.65 -4.6%
795 BR BROADRIDGE FINL SOLUTIONS IN Technology 15.0 $2K 0.00% +7.0 +87.5% $162.53 -7.8%
796 IDA IDACORP INC Utilities 17.0 $2K 0.00% +11.0 +183.3% $143.00 +4.0%
797 AFG AMERICAN FINANCIAL GROUP INC Financial Services 19.0 $2K 0.00% +2.0 +11.8% $127.74 +11.1%
798 FORM FORMFACTOR INC Technology 25.0 $2K 0.00% +3.0 +13.6% $97.00 +8.8%
799 PTC PTC INC Technology 17.0 $2K 0.00% +9.0 +112.5% $142.53 -12.7%
800 VFC V F CORP Consumer Cyclical 142.0 $2K 0.00% +28.0 +24.6% $16.99 +2.9%
Page 40 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%