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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 12 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NEM NEWMONT CORP Basic Materials 106.0 $11K 0.00% +23.0 +27.7% $108.25 -2.9%
222 TEX TEREX CORP NEW Industrials 193.0 $11K 0.00% +15.0 +8.4% $59.10 -6.3%
223 FAF FIRST AMERN FINL CORP Financial Services 178.0 $11K 0.00% +167.0 +1518.2% $60.29 +11.8%
224 MCHP MICROCHIP TECHNOLOGY INC. Technology 166.0 $11K 0.00% +4.0 +2.5% $64.61 +42.1%
225 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 35.0 $11K 0.00% +24.0 +218.2% $304.09 +3.7%
226 JBL JABIL INC Technology 38.0 $10K 0.00% +8.0 +26.7% $265.63 +25.3%
227 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 107.0 $10K 0.00% +105.0 +5250.0% $93.88 +80.0%
228 EME EMCOR GROUP INC Industrials 13.0 $10K 0.00% +3.0 +30.0% $738.38 +15.7%
229 SHAK SHAKE SHACK INC Consumer Cyclical 102.0 $9K 0.00% +1.0 +1.0% $88.47 -27.5%
230 TM TOYOTA MOTOR CORP Consumer Cyclical 43.0 $9K 0.00% +41.0 +2050.0% $206.09 -10.0%
231 CLX CLOROX CO DEL Consumer Defensive 85.0 $9K 0.00% +3.0 +3.7% $103.64 -10.7%
232 TT TRANE TECHNOLOGIES PLC Industrials 21.0 $9K 0.00% +13.0 +162.5% $416.76 +7.5%
233 CL COLGATE PALMOLIVE CO Consumer Defensive 102.0 $9K 0.00% +30.0 +41.7% $85.24 +5.6%
234 HPE HEWLETT PACKARD ENTERPRISE C Technology 362.0 $9K 0.00% +10.0 +2.8% $23.81 +37.0%
235 Q QNITY ELECTRONICS INC Technology 73.0 $8K 0.00% +12.0 +19.7% $115.38 +25.9%
236 MSA MSA SAFETY INC Industrials 50.0 $8K 0.00% +6.0 +13.6% $163.96 +0.7%
237 ECL ECOLAB INC Basic Materials 30.0 $8K 0.00% +21.0 +233.3% $266.03 -7.6%
238 APA APA CORPORATION Energy 188.0 $8K 0.00% +11.0 +6.2% $42.44 -7.4%
239 VLO VALERO ENERGY CORP Energy 32.0 $8K 0.00% +8.0 +33.3% $247.09 +6.3%
240 SCHW SCHWAB CHARLES CORP Financial Services 84.0 $8K 0.00% +30.0 +55.6% $93.99 -2.3%
Page 12 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%