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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 67 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BFS SAUL CTRS INC Real Estate 17.0 $554.0 $32.59 +7.6%
1322 GNW GENWORTH FINL INC Financial Services 68.0 $553.0 +11.0 +19.3% $8.13 +8.7%
1323 ANNALY CAPITAL MANAGEMENT IN 26.0 $550.0 $21.15
1324 VC VISTEON CORP Consumer Cyclical 6.0 $547.0 +3.0 +100.0% $91.17 +29.3%
1325 LZB LA Z BOY INC Consumer Cyclical 17.0 $547.0 $32.18 +16.8%
1326 ARES ARES MANAGEMENT CORPORATION Financial Services 5.0 $546.0 -1.0 -16.7% $109.20 +15.9%
1327 CNM CORE & MAIN INC Industrials 11.0 $544.0 -1.0 -8.3% $49.45 -0.5%
1328 VEL VELOCITY FINL INC Financial Services 30.0 $543.0 $18.10 -3.8%
1329 POWL POWELL INDS INC Industrials 1.0 $542.0 $542.00 -45.4%
1330 SFM SPROUTS FMRS MKT INC Consumer Defensive 7.0 $540.0 -7.0 -50.0% $77.14 +15.0%
1331 HOMB HOME BANCSHARES INC Financial Services 20.0 $539.0 -4.0 -16.7% $26.95 -1.0%
1332 VRTS VIRTUS INVT PARTNERS INC Financial Services 4.0 $538.0 NEW $134.50 +7.1%
1333 FB BANCORP INC 39.0 $536.0 NEW $13.74
1334 OLN OLIN CORP Basic Materials 18.0 $536.0 +13.0 +260.0% $29.78 -12.6%
1335 GFS GLOBALFOUNDRIES INC Technology 12.0 $534.0 +5.0 +71.4% $44.50 +82.3%
1336 TGTX TG THERAPEUTICS INC Healthcare 16.0 $532.0 +12.0 +300.0% $33.25 +17.9%
1337 OSIS OSI SYSTEMS INC Technology 2.0 $532.0 $266.00 -18.2%
1338 BRBR BELLRING BRANDS INC Consumer Defensive 33.0 $531.0 +15.0 +83.3% $16.09 -46.6%
1339 BCC BOISE CASCADE CO DEL Basic Materials 7.0 $531.0 NEW $75.86 -7.3%
1340 PPC PILGRIMS PRIDE CORP Consumer Defensive 14.0 $529.0 $37.79 -23.2%
Page 67 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%