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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 85 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 AWR AMER STATES WTR CO Utilities 1.0 $76.0 -2.0 -66.7% $76.00 +0.7%
1682 PLUS EPLUS INC Technology 1.0 $76.0 $76.00 +14.4%
1683 GEF GREIF INC Consumer Cyclical 1.0 $68.0 $68.00 -4.9%
1684 SYBT STOCK YDS BANCORP INC Financial Services 1.0 $67.0 $67.00 +7.6%
1685 DOX AMDOCS LTD Technology 1.0 $66.0 -7.0 -87.5% $66.00 -6.2%
1686 CYTK CYTOKINETICS INC Healthcare 1.0 $66.0 NEW $66.00 +15.9%
1687 SEZL SEZZLE INC Financial Services 1.0 $64.0 -1.0 -50.0% $64.00 +68.7%
1688 ELF E L F BEAUTY INC Consumer Defensive 1.0 $61.0 $61.00 -15.8%
1689 TFIN TRIUMPH FINANCIAL INC Financial Services 1.0 $60.0 $60.00 +13.0%
1690 WK WORKIVA INC Technology 1.0 $60.0 -1.0 -50.0% $60.00 -16.7%
1691 LKFN LAKELAND FINL CORP Financial Services 1.0 $58.0 -2.0 -66.7% $58.00 +3.9%
1692 MCW MISTER CAR WASH INC Consumer Cyclical 8.0 $56.0 $7.00 +1.4%
1693 EFSC ENTERPRISE FINL SVCS CORP Financial Services 1.0 $55.0 $55.00 +11.9%
1694 CRGY CRESCENT ENERGY COMPANY Energy 4.0 $54.0 $13.50 -2.9%
1695 PRGS PROGRESS SOFTWARE CORP Technology 2.0 $52.0 $26.00 +13.4%
1696 PAY PAYMENTUS HOLDINGS INC Technology 2.0 $51.0 NEW $25.50 -8.2%
1697 CALX CALIX INC Technology 1.0 $49.0 $49.00 -20.7%
1698 RBRK RUBRIK INC. Technology 1.0 $49.0 -9.0 -90.0% $49.00 +36.8%
1699 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 7.0 $47.0 -9.0 -56.2% $6.71 -9.1%
1700 WKC WORLD KINECT CORPORATION Energy 2.0 $47.0 $23.50 +25.8%
Page 85 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%