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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 72 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 LPSN LIVEPERSON INC Technology 183.0 $467.0 NEW $2.55 -17.4%
1422 LCID LUCID GROUP INC Consumer Cyclical 49.0 $467.0 NEW $9.53 -36.2%
1423 SLGN SILGAN HLDGS INC Consumer Cyclical 12.0 $466.0 NEW $38.83 -1.9%
1424 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 10.0 $465.0 $46.50 +6.8%
1425 EEFT EURONET WORLDWIDE INC Technology 7.0 $465.0 $66.43 +4.0%
1426 LPRO OPEN LENDING CORP Financial Services 371.0 $464.0 NEW $1.25 +82.7%
1427 BBBY BED BATH & BEYOND INC Consumer Cyclical 100.0 $464.0 NEW $4.64 +38.9%
1428 TDS TELEPHONE & DATA SYS INC Communication Services 11.0 $464.0 +1.0 +10.0% $42.18 -4.8%
1429 MSM MSC INDL DIRECT INC Industrials 5.0 $462.0 $92.40 +17.1%
1430 FELE FRANKLIN ELEC INC Industrials 5.0 $461.0 +1.0 +25.0% $92.20 +9.3%
1431 SOUN SOUNDHOUND AI INC Technology 67.0 $461.0 NEW $6.88 +18.3%
1432 DDD 3D SYS CORP DEL Technology 242.0 $455.0 NEW $1.88 +80.6%
1433 TTD THE TRADE DESK INC Technology 20.0 $454.0 NEW $22.70 -1.0%
1434 OKLO OKLO INC Utilities 9.0 $447.0 $49.67 +35.2%
1435 BOH BANK HAWAII CORP Financial Services 6.0 $446.0 +2.0 +50.0% $74.33 +5.0%
1436 SHC SOTERA HEALTH CO Healthcare 31.0 $445.0 +10.0 +47.6% $14.35 +9.9%
1437 LIVN LIVANOVA PLC Healthcare 7.0 $445.0 +3.0 +75.0% $63.57 +16.0%
1438 CLSK CLEANSPARK INC Technology 52.0 $443.0 +5.0 +10.6% $8.52 +104.0%
1439 AGNC AGNC INVT CORP Real Estate 44.0 $442.0 NEW $10.05 +4.9%
1440 FNKO FUNKO INC Consumer Cyclical 140.0 $441.0 NEW $3.15 +75.7%
Page 72 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%