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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 41 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 XLRE SELECT SECTOR SPDR TR 59.0 $2K 0.00% $40.83 +11.2%
802 FLNC FLUENCE ENERGY INC Utilities 175.0 $2K 0.00% NEW $13.76 +2.3%
803 CCK CROWN HLDGS INC Consumer Cyclical 24.0 $2K 0.00% +7.0 +41.2% $100.25 +16.9%
804 MEDP MEDPACE HLDGS INC Healthcare 5.0 $2K 0.00% $480.20 +12.0%
805 QRVO QORVO INC Technology 31.0 $2K 0.00% $77.42 +10.4%
806 TWLO TWILIO INC Communication Services 19.0 $2K 0.00% $125.84 +64.3%
807 ONB OLD NATL BANCORP IND Financial Services 108.0 $2K 0.00% +57.0 +111.8% $22.10 +21.0%
808 BEN FRANKLIN RESOURCES INC Financial Services 101.0 $2K 0.00% +29.0 +40.3% $23.62 +38.1%
809 IESC IES HOLDINGS INC Industrials 5.0 $2K 0.00% $476.60 +28.6%
810 FTV FORTIVE CORP Technology 43.0 $2K 0.00% +16.0 +59.3% $55.30 +11.7%
811 ACM AECOM Industrials 28.0 $2K 0.00% +12.0 +75.0% $84.82 -19.5%
812 PR PERMIAN RESOURCES CORP Energy 111.0 $2K 0.00% +54.0 +94.7% $21.32 -5.2%
813 GL GLOBE LIFE INC Financial Services 17.0 $2K 0.00% +3.0 +21.4% $139.18 +32.8%
814 ST SENSATA TECHNOLOGIES HLDG PL Technology 67.0 $2K 0.00% +1.0 +1.5% $35.22 +27.9%
815 OMF ONEMAIN HLDGS INC Financial Services 44.0 $2K 0.00% +10.0 +29.4% $53.50 +12.7%
816 DRI DARDEN RESTAURANTS INC Consumer Cyclical 12.0 $2K 0.00% +7.0 +140.0% $196.08 +1.2%
817 INCY INCYTE CORP Healthcare 25.0 $2K 0.00% +5.0 +25.0% $94.12 +24.6%
818 NXST NEXSTAR MEDIA GROUP INC Communication Services 13.0 $2K 0.00% +5.0 +62.5% $180.85 +1.6%
819 CRWD CROWDSTRIKE HLDGS INC Technology 6.0 $2K 0.00% +5.0 +500.0% $97.62 +108.0%
820 EFG ISHARES TR 21.0 $2K 0.00% NEW $111.38 +7.8%
Page 41 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%