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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 49 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 NXT NEXTPOWER INC Technology 13.0 $2K +3.0 +30.0% $120.62 -14.5%
962 FR FIRST INDL RLTY TR INC Real Estate 27.0 $2K +16.0 +145.4% $57.85 +19.0%
963 ZION ZIONS BANCORPORATION NATL AS Financial Services 27.0 $2K +10.0 +58.8% $57.63 +27.2%
964 MLI MUELLER INDS INC Industrials 14.0 $2K +1.0 +7.7% $110.86 -46.7%
965 AGO ASSURED GUARANTY LTD Financial Services 19.0 $2K +7.0 +58.3% $81.53 +4.2%
966 CR CRANE COMPANY Industrials 9.0 $2K +1.0 +12.5% $171.00 +27.2%
967 IP INTERNATIONAL PAPER CO Consumer Cyclical 43.0 $2K NEW $35.72 +5.1%
968 OGE OGE ENERGY CORP Utilities 32.0 $2K +23.0 +255.6% $47.97 +1.5%
969 COKE COCA COLA CONS INC Consumer Defensive 8.0 $2K +1.0 +14.3% $191.75 -5.7%
970 PIPR PIPER SANDLER COMPANIES Financial Services 20.0 $2K NEW $76.55 -0.3%
971 ES EVERSOURCE ENERGY Utilities 22.0 $2K +4.0 +22.2% $69.32 +7.6%
972 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 22.0 $2K +1.0 +4.8% $69.23 +5.8%
973 RDN RADIAN GROUP INC Financial Services 46.0 $2K +24.0 +109.1% $33.09 +19.0%
974 FOXA FOX CORP Communication Services 26.0 $2K -3.0 -10.3% $58.42 -1.4%
975 OC OWENS CORNING NEW Industrials 14.0 $2K +10.0 +250.0% $108.29 +32.9%
976 REGCO REGENCY CTRS CORP Real Estate 20.0 $2K NEW $75.70 -71.1%
977 ATR APTARGROUP INC Healthcare 12.0 $2K +6.0 +100.0% $126.08 +5.2%
978 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 35.0 $2K -35.0 -50.0% $43.09 -5.0%
979 LPLA LPL FINL HLDGS INC Financial Services 5.0 $2K -1.0 -16.7% $301.00 +7.9%
980 EXEL EXELIXIS INC Healthcare 35.0 $2K +14.0 +66.7% $42.91 +30.3%
Page 49 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%