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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 75 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 MTN VAIL RESORTS INC Consumer Cyclical 3.0 $385.0 +1.0 +50.0% $128.33 +1.0%
1482 IMMUNITYBIO INC 50.0 $384.0 $7.68
1483 STARZ ENTERTAINMENT CORP. 33.0 $380.0 NEW $11.52
1484 SMR NUSCALE PWR CORP Utilities 35.0 $380.0 NEW $10.86 +10.8%
1485 SEALED AIR CORP NEW 9.0 $379.0 $42.11
1486 KFY KORN FERRY Industrials 6.0 $378.0 +2.0 +50.0% $63.00 +8.5%
1487 MIR MIRION TECHNOLOGIES INC Industrials 20.0 $372.0 -4.0 -16.7% $18.60 -7.1%
1488 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 5.0 $372.0 +1.0 +25.0% $74.40 -29.6%
1489 CNK CINEMARK HLDGS INC Communication Services 13.0 $371.0 +9.0 +225.0% $28.54 -4.7%
1490 NPWR NET POWER INC Industrials 237.0 $370.0 NEW $1.56 +29.1%
1491 SVC SERVICE PPTYS TR Real Estate 273.0 $370.0 $1.36 +26.9%
1492 FIRST HAWAIIAN INC 15.0 $370.0 +1.0 +7.1% $24.67
1493 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4.0 $369.0 +2.0 +100.0% $92.25 -13.4%
1494 NTB BANK OF N T BUTTERFIELD & SO Financial Services 7.0 $368.0 +1.0 +16.7% $52.57 +6.9%
1495 CXT CRANE NXT CO Industrials 9.0 $366.0 +5.0 +125.0% $40.67 -1.2%
1496 LPX LOUISIANA PAC CORP Basic Materials 5.0 $364.0 -2.0 -28.6% $72.80 +2.6%
1497 FFBC 1ST FINL BANCORP Financial Services 13.0 $363.0 +4.0 +44.4% $27.92 +10.7%
1498 EFX EQUIFAX INC Industrials 2.0 $361.0 -2.0 -50.0% $180.50 -10.1%
1499 HUBG HUB GROUP INC Industrials 10.0 $361.0 +1.0 +11.1% $36.10 +19.9%
1500 ITRI ITRON INC Technology 4.0 $359.0 +2.0 +100.0% $89.75 -4.9%
Page 75 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%