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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 86 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 ZG ZILLOW GROUP INC Communication Services 1.0 $42.0 -1.0 -50.0% $42.00 -12.2%
1702 Z ZILLOW GROUP INC Communication Services 1.0 $42.0 -14.0 -93.3% $42.00 -13.5%
1703 TPG TPG INC Financial Services 1.0 $41.0 -22.0 -95.7% $41.00 +1.6%
1704 CSGP COSTAR GROUP INC Real Estate 1.0 $41.0 -3.0 -75.0% $41.00 -20.7%
1705 EOSE EOS ENERGY ENTERPRISES INC Industrials 8.0 $40.0 +1.0 +14.3% $5.00 +74.6%
1706 CLEARWAY ENERGY INC 1.0 $40.0 $40.00
1707 GCI LIBERTY INC 1.0 $38.0 $38.00
1708 DXC DXC TECHNOLOGY CO Technology 3.0 $38.0 -5.0 -62.5% $12.67 -27.0%
1709 BRKR BRUKER CORP Healthcare 1.0 $37.0 -7.0 -87.5% $37.00 +26.8%
1710 PINS PINTEREST INC Communication Services 2.0 $37.0 -36.0 -94.7% $18.50 +4.5%
1711 AGIO AGIOS PHARMACEUTICALS INC Healthcare 1.0 $34.0 -1.0 -50.0% $34.00 -16.7%
1712 EE EXCELERATE ENERGY INC Utilities 1.0 $34.0 NEW $34.00 +6.0%
1713 IDYA IDEAYA BIOSCIENCES INC Healthcare 1.0 $34.0 NEW $34.00 -13.7%
1714 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 1.0 $33.0 -2.0 -66.7% $33.00 +13.3%
1715 DIGITALBRIDGE GROUP INC 2.0 $31.0 $15.50
1716 TOST TOAST INC Technology 1.0 $27.0 -10.0 -90.9% $27.00 -13.6%
1717 BEAM BEAM THERAPEUTICS INC Healthcare 1.0 $24.0 -4.0 -80.0% $24.00 +24.1%
1718 CPB THE CAMPBELLS COMPANY Consumer Defensive 1.0 $23.0 -56.0 -98.2% $23.00 -12.5%
1719 PLUG PLUG PWR INC Industrials 10.0 $23.0 $2.30 +67.0%
1720 HGTY HAGERTY INC Financial Services 2.0 $22.0 -8.0 -80.0% $11.00 -5.9%
Page 86 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%