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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 60 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 MTDR MATADOR RES CO Energy 13.0 $822.0 +5.0 +62.5% $63.23 -15.8%
1182 SD SANDRIDGE ENERGY INC Energy 50.0 $816.0 $16.32 -16.1%
1183 FRME FIRST MERCHANTS CORP Financial Services 21.0 $814.0 +14.0 +200.0% $38.76 +14.6%
1184 EPAM EPAM SYS INC Technology 6.0 $813.0 +3.0 +100.0% $135.50 -35.1%
1185 BGC BGC GROUP INC Financial Services 83.0 $812.0 +66.0 +388.2% $9.78 +14.9%
1186 PLXS PLEXUS CORP Technology 4.0 $811.0 +1.0 +33.3% $202.75 +23.9%
1187 PB PROSPERITY BANCSHARES INC Financial Services 12.0 $807.0 +1.0 +9.1% $67.25 +9.1%
1188 EDIT EDITAS MEDICINE INC Healthcare 325.0 $803.0 $2.47 +20.8%
1189 IPGP IPG PHOTONICS CORP Technology 7.0 $803.0 +1.0 +16.7% $114.71 -8.5%
1190 AHR AMERICAN HEALTHCARE REIT INC Real Estate 17.0 $802.0 $47.18 +20.4%
1191 INSTALLED BLDG PRODS INC 3.0 $796.0 $265.33
1192 MCY MERCURY GENL CORP NEW Financial Services 9.0 $794.0 +2.0 +28.6% $88.22 +21.3%
1193 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 12.0 $794.0 +4.0 +50.0% $66.17 +15.1%
1194 STWD STARWOOD PPTY TR INC Real Estate 46.0 $793.0 NEW $17.24 -2.1%
1195 RIOT RIOT PLATFORMS INC Financial Services 64.0 $792.0 +55.0 +611.1% $12.38 +52.1%
1196 AOS SMITH A O CORP Industrials 12.0 $792.0 +3.0 +33.3% $66.00 -10.8%
1197 POST POST HLDGS INC Consumer Defensive 8.0 $791.0 +2.0 +33.3% $98.88 -13.0%
1198 SNDR SCHNEIDER NATIONAL INC Industrials 30.0 $791.0 +4.0 +15.4% $26.37 +44.8%
1199 RVTY REVVITY INC Healthcare 9.0 $789.0 +1.0 +12.5% $87.67 +25.1%
1200 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 9.0 $787.0 -3.0 -25.0% $87.44 -2.2%
Page 60 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%