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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $505M AUM 1,934 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 292 New 1015 Added 257 Reduced 88 Exited
Page 12 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GM GENERAL MTRS CO Consumer Cyclical 166.0 $13K 0.00% +76.0 +84.4% $77.08 +12.8%
222 CB CHUBB LIMITED Financial Services 37.0 $13K 0.00% +14.0 +60.9% $340.76 +1.5%
223 FAF FIRST AMERN FINL CORP Financial Services 182.0 $12K 0.00% +4.0 +2.2% $68.59 +5.3%
224 TSSI TSS INC DEL Technology 1,000.0 $12K 0.00% +83.0 +9.1% $12.30 -31.9%
225 CL COLGATE PALMOLIVE CO Consumer Defensive 132.0 $12K 0.00% +30.0 +29.4% $91.68 +0.9%
226 NEM NEWMONT CORP Basic Materials 127.0 $12K 0.00% +21.0 +19.8% $93.40 +41.2%
227 APP APPLOVIN CORP Technology 23.0 $12K 0.00% +10.0 +76.9% $515.26 -42.1%
228 F FORD MTR CO Consumer Cyclical 844.0 $12K 0.00% +403.0 +91.4% $13.90 +0.1%
229 AMKR AMKOR TECHNOLOGY INC Technology 136.0 $12K 0.00% +64.0 +88.9% $86.24 -44.5%
230 STT STATE STR CORP Financial Services 68.0 $12K 0.00% +29.0 +74.4% $169.60 +12.6%
231 CSX CSX CORP Industrials 242.0 $12K 0.00% +65.0 +36.7% $47.53 +8.2%
232 SCHW SCHWAB CHARLES CORP Financial Services 124.0 $11K 0.00% +40.0 +47.6% $92.27 +23.2%
233 FORTINET INC 74.0 $11K 0.00% +36.0 +94.7% $153.62
234 FITB FIFTH THIRD BANCORP Financial Services 197.0 $11K 0.00% +41.0 +26.3% $56.37 -2.6%
235 MMM 3M CO Industrials 67.0 $11K 0.00% +24.0 +55.8% $161.91 +10.6%
236 SMTC SEMTECH CORP Technology 67.0 $11K 0.00% +66.0 +6600.0% $161.85 -25.3%
237 RS RELIANCE INC Basic Materials 29.0 $11K 0.00% +12.0 +70.6% $373.62 +2.4%
238 EBAY EBAY INC. Consumer Cyclical 96.0 $11K 0.00% +34.0 +54.8% $111.75 -4.2%
239 WCN WASTE CONNECTIONS INC Industrials 63.0 $11K 0.00% +42.0 +200.0% $166.70 +1.4%
240 COF CAPITAL ONE FINL CORP Financial Services 52.0 $10K 0.00% +17.0 +48.6% $200.63 +7.8%
Page 12 of 51  ·  1,015 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 34.7%
Financial Services 21.0%
Industrials 12.3%
Healthcare 9.4%
Consumer Cyclical 7.8%
Communication Services 3.6%
Energy 3.2%
Real Estate 2.8%
Consumer Defensive 2.4%
Utilities 2.1%