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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 11 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TRV TRAVELERS COMPANIES INC Financial Services 52.0 $15K 0.00% +6.0 +13.0% $291.69 +3.9%
202 KEYS KEYSIGHT TECHNOLOGIES INC Technology 53.0 $15K 0.00% +6.0 +12.8% $282.38 +19.3%
203 AJG GALLAGHER ARTHUR J & CO Financial Services 69.0 $15K 0.00% +10.0 +16.9% $216.59 -7.2%
204 L LOEWS CORP Financial Services 140.0 $15K 0.00% +9.0 +6.9% $106.74 +0.7%
205 LIN LINDE PLC Basic Materials 30.0 $15K 0.00% +22.0 +275.0% $495.77 +2.1%
206 NVT NVENT ELEC PLC Industrials 125.0 $15K 0.00% +6.0 +5.0% $118.28 +37.2%
207 CI THE CIGNA GROUP Healthcare 55.0 $15K 0.00% +4.0 +7.8% $266.76 +5.1%
208 SIVR ABRDN SILVER ETF TRUST Financial Services 200.0 $14K 0.00% +44.0 +28.2% $71.61 -1.0%
209 HWM HOWMET AEROSPACE INC Industrials 61.0 $14K 0.00% +38.0 +165.2% $230.48 +11.8%
210 CTVA CORTEVA INC Basic Materials 162.0 $14K 0.00% +22.0 +15.7% $83.72 -6.4%
211 FCX FREEPORT MCMORAN INC Basic Materials 230.0 $14K 0.00% +25.0 +12.2% $58.78 +2.1%
212 TEL TE CONNECTIVITY PLC Technology 64.0 $13K 0.00% +5.0 +8.5% $209.03 -4.6%
213 CVS CVS HEALTH CORP Healthcare 185.0 $13K 0.00% +9.0 +5.1% $71.82 +29.0%
214 EMR EMERSON ELEC CO Industrials 94.0 $12K 0.00% +11.0 +13.2% $131.02 +0.2%
215 CMCSA COMCAST CORP NEW Communication Services 429.0 $12K 0.00% +115.0 +36.6% $28.68 -13.7%
216 ROL ROLLINS INC Consumer Cyclical 228.0 $12K 0.00% +188.0 +470.0% $53.41 -1.5%
217 WAT WATERS CORP Healthcare 40.0 $12K 0.00% +36.0 +900.0% $297.80 +12.8%
218 PSA PUBLIC STORAGE OPER CO Real Estate 43.0 $12K 0.00% +9.0 +26.5% $270.88 +9.9%
219 SHW SHERWIN WILLIAMS CO Basic Materials 36.0 $12K 0.00% +28.0 +350.0% $320.56 -6.2%
220 SO SOUTHERN CO Utilities 119.0 $11K 0.00% +101.0 +561.1% $96.52 -3.4%
Page 11 of 48  ·  951 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%