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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 70 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 NPO ENPRO INC Industrials 2.0 $502.0 $251.00 +26.1%
1382 HQY HEALTHEQUITY INC Healthcare 6.0 $502.0 -15.0 -71.4% $83.67 +3.5%
1383 TDW TIDEWATER INC NEW Energy 6.0 $502.0 +3.0 +100.0% $83.67 -10.3%
1384 WEN WENDYS CO Consumer Cyclical 72.0 $501.0 +15.0 +26.3% $6.96 +5.8%
1385 EPR EPR PPTYS Real Estate 10.0 $500.0 $50.00 +16.0%
1386 LAD LITHIA MTRS INC Consumer Cyclical 2.0 $500.0 -2.0 -50.0% $250.00 +17.1%
1387 NAVI NAVIENT CORPORATION Financial Services 61.0 $499.0 NEW $8.18 -0.7%
1388 AAT AMERICAN ASSETS TR INC Real Estate 27.0 $498.0 $18.44 +22.2%
1389 AAON AAON INC Industrials 6.0 $497.0 +3.0 +100.0% $82.83 +68.5%
1390 XRN CHIRON REAL ESTATE INC Financial Services 15.0 $497.0 $33.13 +11.3%
1391 GDDY GODADDY INC Technology 6.0 $497.0 NEW $82.83 +5.5%
1392 INVH INVITATION HOMES INC Real Estate 20.0 $497.0 +3.0 +17.6% $24.85 +18.4%
1393 OUSTER INC 27.0 $496.0 NEW $18.37
1394 YELP YELP INC Communication Services 20.0 $495.0 +16.0 +400.0% $24.75 -7.4%
1395 APLE APPLE HOSPITALITY REIT INC Real Estate 43.0 $495.0 $11.51 +29.0%
1396 MTH MERITAGE HOMES CORP Consumer Cyclical 8.0 $495.0 NEW $61.88 +7.4%
1397 COLD AMERICOLD REALTY TRUST INC Real Estate 43.0 $493.0 $11.47 +33.7%
1398 ATOM ATOMERA INC Technology 129.0 $492.0 NEW $3.81 +189.2%
1399 CRVL CORVEL CORP Financial Services 9.0 $492.0 +1.0 +12.5% $54.67 +8.7%
1400 LCII LCI INDS Consumer Cyclical 4.0 $492.0 +1.0 +33.3% $123.00 -8.2%
Page 70 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%