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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 14 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FIX COMFORT SYS USA INC Industrials 5.0 $7K 0.00% +2.0 +66.7% $1379.00 +34.5%
262 KR KROGER CO Consumer Defensive 94.0 $7K 0.00% +53.0 +129.3% $72.36 -9.0%
263 TPR TAPESTRY INC Consumer Cyclical 48.0 $7K 0.00% +10.0 +26.3% $141.12 -3.9%
264 GOSS GOSSAMER BIO INC Healthcare 20,552.0 $7K 0.00% +15K +257.3% $0.33 -33.1%
265 GM GENERAL MTRS CO Consumer Cyclical 90.0 $7K 0.00% +10.0 +12.5% $74.50 +0.8%
266 COF CAPITAL ONE FINL CORP Financial Services 35.0 $6K 0.00% +2.0 +6.1% $182.46 +1.6%
267 MMM 3M CO Industrials 43.0 $6K 0.00% +8.0 +22.9% $145.23 +1.8%
268 BSX BOSTON SCIENTIFIC CORP Healthcare 99.0 $6K 0.00% +75.0 +312.5% $62.76 -10.8%
269 AEIS ADVANCED ENERGY INDS Industrials 19.0 $6K 0.00% +2.0 +11.8% $322.74 -3.2%
270 HAL HALLIBURTON CO Energy 157.0 $6K 0.00% +30.0 +23.6% $38.99 +8.5%
271 WDAY WORKDAY INC Technology 47.0 $6K 0.00% +8.0 +20.5% $129.94 -7.1%
272 HOOD ROBINHOOD MKTS INC Financial Services 88.0 $6K 0.00% +11.0 +14.3% $69.31 +9.3%
273 HBAN HUNTINGTON BANCSHARES INC Financial Services 388.0 $6K 0.00% +91.0 +30.6% $15.65 +0.1%
274 BLOCK INC 100.0 $6K 0.00% +7.0 +7.5% $60.18
275 RNR RENAISSANCERE HLDGS LTD Financial Services 20.0 $6K 0.00% +8.0 +66.7% $297.25 +1.3%
276 ROST ROSS STORES INC Consumer Cyclical 27.0 $6K 0.00% +6.0 +28.6% $216.67 -0.1%
277 GLPI GAMING & LEISURE P Real Estate 130.0 $6K 0.00% +22.0 +20.4% $44.38 +6.5%
278 STLD STEEL DYNAMICS INC Basic Materials 32.0 $6K 0.00% +6.0 +23.1% $180.00 +26.6%
279 WAB WABTEC Industrials 23.0 $6K 0.00% +7.0 +43.8% $249.91 +2.6%
280 ENTERGY CORP NEW 51.0 $6K 0.00% +44.0 +628.6% $112.37
Page 14 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%