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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 13 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRH PLC 75.0 $8K 0.00% +20.0 +36.4% $105.12
242 FDX FEDEX CORP Industrials 22.0 $8K 0.00% +8.0 +57.1% $356.18 +7.0%
243 DD DUPONT DE NEMOURS INC Basic Materials 168.0 $8K 0.00% +34.0 +25.4% $45.80 +1.7%
244 PLD PROLOGIS INC. Real Estate 58.0 $8K 0.00% +29.0 +100.0% $132.19 +8.4%
245 MLM MARTIN MARIETTA MATLS INC Basic Materials 13.0 $8K 0.00% +9.0 +225.0% $588.69 -9.4%
246 INTC INTEL CORP Technology 173.0 $8K 0.00% +37.0 +27.2% $44.13 +160.6%
247 DVN DEVON ENERGY CORP NEW Energy 149.0 $7K 0.00% +30.0 +25.2% $50.32 -4.1%
248 CB CHUBB LTD SWITZ Financial Services 23.0 $7K 0.00% +5.0 +27.8% $325.96 -0.5%
249 FERG FERGUSON ENTERPRISES INC Industrials 32.0 $7K 0.00% +10.0 +45.5% $233.28 -5.2%
250 NRG NRG ENERGY INC Utilities 51.0 $7K 0.00% +5.0 +10.9% $146.16 -8.8%
251 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 19.0 $7K 0.00% +4.0 +26.7% $391.79 +96.3%
252 XYL XYLEM INC Industrials 62.0 $7K 0.00% +2.0 +3.3% $119.50 -10.8%
253 TMO THERMO FISHER SCIENTIFIC INC Healthcare 15.0 $7K 0.00% +2.0 +15.4% $491.53 -9.9%
254 VRT VERTIV HOLDINGS CO Industrials 29.0 $7K 0.00% +5.0 +20.8% $250.59 +28.4%
255 CSX CSX CORP Industrials 177.0 $7K 0.00% +67.0 +60.9% $41.05 +11.5%
256 FITB FIFTH THIRD BANCORP Financial Services 156.0 $7K 0.00% +53.0 +51.5% $46.46 +4.5%
257 EOG EOG RES INC Energy 50.0 $7K 0.00% +27.0 +117.4% $144.58 -1.5%
258 CENCORA INC 23.0 $7K 0.00% +4.0 +21.1% $314.17
259 AA ALCOA CORP Basic Materials 107.0 $7K 0.00% +9.0 +9.2% $66.34 -2.5%
260 HIG HARTFORD INSURANCE GROUP INC Financial Services 51.0 $7K 0.00% +14.0 +37.8% $135.24 -0.6%
Page 13 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%