BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 68 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 53.0 $527.0 +21.0 +65.6% $9.94 +8.8%
1342 UNITED SEC BANCSHARES CALIF 50.0 $526.0 NEW $10.52
1343 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 20.0 $525.0 $26.25 +19.6%
1344 UTL UNITIL CORP Utilities 10.0 $523.0 $52.30 -1.7%
1345 PINE ALPINE INCOME PPTY TR INC Real Estate 29.0 $522.0 NEW $18.00 +7.0%
1346 RITM RITHM CAPITAL CORP Real Estate 55.0 $522.0 -47.0 -46.1% $9.49 -2.3%
1347 BOX BOX INC Technology 22.0 $521.0 +16.0 +266.7% $23.68 +9.1%
1348 SKY CHAMPION HOMES INC Consumer Cyclical 7.0 $521.0 +1.0 +16.7% $74.43 -1.8%
1349 UMAC UNUSUAL MACHS INC Financial Services 42.0 $521.0 NEW $12.40 +121.1%
1350 CPRX CATALYST PHARMACEUTICALS INC Healthcare 21.0 $520.0 NEW $24.76 +26.4%
1351 CAG CONAGRA BRANDS INC Consumer Defensive 33.0 $519.0 -27.0 -45.0% $15.73 -14.8%
1352 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5.0 $518.0 $103.60 +11.5%
1353 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 17.0 $517.0 NEW $30.41 +1.9%
1354 GLOBUS MED INC 6.0 $517.0 -1.0 -14.3% $86.17
1355 REPOSITRAK INC 68.0 $517.0 NEW $7.60
1356 ESRT EMPIRE ST RLTY TR INC Real Estate 99.0 $515.0 NEW $5.20 +11.9%
1357 MARA MARA HOLDINGS INC Financial Services 63.0 $515.0 NEW $8.17 +68.4%
1358 LGIH LGI HOMES INC Consumer Cyclical 13.0 $514.0 NEW $39.54 +23.5%
1359 FLAGSTAR BANK NATIONAL ASSOC 39.0 $514.0 +12.0 +44.4% $13.18
1360 MC MOELIS & CO Financial Services 9.0 $513.0 +5.0 +125.0% $57.00 +15.3%
Page 68 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%