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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 81 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 JBLU JETBLUE AIRWAYS CORP Industrials 45.0 $199.0 +32.0 +246.2% $4.42 +19.4%
1602 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 3.0 $194.0 $64.67 +3.8%
1603 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 3.0 $194.0 $64.67 +1.3%
1604 SIRIUSPOINT LTD 9.0 $194.0 +1.0 +12.5% $21.56
1605 MQ MARQETA INC Technology 47.0 $192.0 +12.0 +34.3% $4.09 -6.0%
1606 WAFD WAFD INC Financial Services 6.0 $189.0 +1.0 +20.0% $31.50 +11.9%
1607 LIBERTY GLOBAL LTD 16.0 $188.0 +3.0 +23.1% $11.75
1608 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 15.0 $187.0 +1.0 +7.1% $12.47 +2.6%
1609 ACLS AXCELIS TECHNOLOGIES INC Technology 2.0 $187.0 $93.50 +75.7%
1610 MJ AMPLIFY ETF TR 8.0 $185.0 $23.12 +10.9%
1611 VSEC VSE CORP Industrials 1.0 $185.0 $185.00 -7.1%
1612 SR SPIRE INC Utilities 2.0 $182.0 $91.00 -5.2%
1613 GTX GARRETT MOTION INC Consumer Cyclical 10.0 $182.0 -3.0 -23.1% $18.20 +86.3%
1614 SBCF SEACOAST BKG CORP FLA Financial Services 6.0 $182.0 +1.0 +20.0% $30.33 +1.0%
1615 RNST RENASANT CORP Financial Services 5.0 $181.0 -2.0 -28.6% $36.20 +14.4%
1616 ACAD ACADIA PHARMACEUTICALS INC Healthcare 8.0 $179.0 -4.0 -33.3% $22.38 -5.0%
1617 TGLS TECNOGLASS INC Basic Materials 4.0 $179.0 NEW $44.75 -6.1%
1618 CELH CELSIUS HLDGS INC Consumer Defensive 5.0 $178.0 -8.0 -61.5% $35.60 -16.7%
1619 U UNITY SOFTWARE INC Technology 8.0 $176.0 -10.0 -55.6% $22.00 +21.7%
1620 DAVE INC 1.0 $175.0 $175.00
Page 81 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%