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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 59 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 HRL HORMEL FOODS CORP Consumer Defensive 38.0 $861.0 +34.0 +850.0% $22.66 +4.1%
1162 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 62.0 $859.0 $13.85 -4.4%
1163 SSD SIMPSON MFG INC Industrials 5.0 $859.0 +1.0 +25.0% $171.80 +11.3%
1164 RLI RLI CORP Financial Services 15.0 $856.0 -45.0 -75.0% $57.07 -9.8%
1165 CACC CREDIT ACCEP CORP MICH Financial Services 2.0 $847.0 +1.0 +100.0% $423.50 +32.3%
1166 ALK ALASKA AIR GROUP INC Industrials 23.0 $846.0 +20.0 +666.7% $36.78 +26.7%
1167 KALU KAISER ALUMINIUM CORPORATION Basic Materials 7.0 $844.0 $120.57 +52.6%
1168 SOFI SOFI TECHNOLOGIES INC Financial Services 53.0 $842.0 -169.0 -76.1% $15.89 +6.8%
1169 BHF BRIGHTHOUSE FINL INC Financial Services 14.0 $839.0 +3.0 +27.3% $59.93 +4.8%
1170 TECH BIO-TECHNE CORP Healthcare 16.0 $837.0 -3.0 -15.8% $52.31 -2.8%
1171 CIFR CIPHER DIGITAL INC Financial Services 65.0 $837.0 +30.0 +85.7% $12.88 +91.0%
1172 GNTX GENTEX CORP Consumer Cyclical 38.0 $831.0 +21.0 +123.5% $21.87 +10.1%
1173 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 14.0 $830.0 +2.0 +16.7% $59.29 -18.2%
1174 MMSI MERIT MED SYS INC Healthcare 12.0 $828.0 +2.0 +20.0% $69.00 -7.6%
1175 OZK BANK OZK LITTLE ROCK ARK Financial Services 18.0 $827.0 +4.0 +28.6% $45.94 +5.3%
1176 HWC HANCOCK WHITNEY CORPORATION Financial Services 13.0 $827.0 +3.0 +30.0% $63.62 +6.8%
1177 SKYW SKYWEST INC Industrials 9.0 $827.0 +5.0 +125.0% $91.89 -6.2%
1178 CWEN CLEARWAY ENERGY INC Utilities 21.0 $826.0 $39.33 +3.3%
1179 VLYPN VALLEY NATL BANCORP Financial Services 67.0 $823.0 +16.0 +31.4% $12.28 +111.2%
1180 OUTFRONT MEDIA INC 31.0 $822.0 $26.52
Page 59 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%