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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 83 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 MOH MOLINA HEALTHCARE INC Healthcare 1.0 $134.0 -2.0 -66.7% $134.00 +31.2%
1642 TR TOOTSIE ROLL INDS INC Consumer Defensive 3.0 $132.0 $44.00 -13.9%
1643 VCYT VERACYTE INC Healthcare 4.0 $129.0 +1.0 +33.3% $32.25 +39.0%
1644 HURN HURON CONSULTING GROUP INC Industrials 1.0 $128.0 $128.00 -19.7%
1645 CPK CHESAPEAKE UTILS CORP Utilities 1.0 $127.0 $127.00 +0.2%
1646 SFY TIDAL TRUST I 1.0 $125.0 $125.00 +19.2%
1647 UAA UNDER ARMOUR INC Consumer Cyclical 21.0 $125.0 NEW $5.95 -6.3%
1648 STC STEWART INFORMATION SVCS COR Financial Services 2.0 $124.0 -1.0 -33.3% $62.00 +9.1%
1649 PATH UIPATH INC Technology 11.0 $123.0 -51.0 -82.3% $11.18 +0.5%
1650 AVA AVISTA CORP Utilities 3.0 $121.0 -2.0 -40.0% $40.33 +2.9%
1651 PLMR PALOMAR HLDGS INC Financial Services 1.0 $120.0 -1.0 -50.0% $120.00 -5.7%
1652 ADMA ADMA BIOLOGICS INC Healthcare 13.0 $118.0 +1.0 +8.3% $9.08 -8.9%
1653 CENX CENTURY ALUM CO Basic Materials 2.0 $118.0 NEW $59.00 +12.2%
1654 HTO H2O AMERICA Utilities 2.0 $118.0 NEW $59.00 -2.1%
1655 ABM ABM INDS INC Industrials 3.0 $116.0 -3.0 -50.0% $38.67 +3.6%
1656 LOAR LOAR HOLDINGS INC Industrials 2.0 $115.0 +1.0 +100.0% $57.50 +10.5%
1657 OSCR OSCAR HEALTH INC Healthcare 10.0 $115.0 -4.0 -28.6% $11.50 +88.7%
1658 TBBK BANCORP INC DEL Financial Services 2.0 $108.0 $54.00 +3.4%
1659 BROWN FORMAN CORP 4.0 $108.0 NEW $27.00
1660 HNI HNI CORP Industrials 3.0 $101.0 $33.67 -8.0%
Page 83 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%