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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 18 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 APLD APPLIED DIGITAL CORP Technology 181.0 $4K 0.00% +14.0 +8.4% $23.74 +102.3%
342 EVR EVERCORE INC Financial Services 14.0 $4K 0.00% +2.0 +16.7% $298.57 +16.0%
343 ANET ARISTA NETWORKS INC Technology 34.0 $4K 0.00% +12.0 +54.5% $122.79 +21.0%
344 EIX EDISON INTL Utilities 57.0 $4K 0.00% +11.0 +23.9% $73.19 -3.9%
345 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 7.0 $4K 0.00% +3.0 +75.0% $593.00 -4.9%
346 RRX REGAL REXNORD CORPORATION Industrials 22.0 $4K 0.00% +6.0 +37.5% $187.27 +4.2%
347 POR PORTLAND GEN ELEC CO Utilities 78.0 $4K 0.00% +13.0 +20.0% $52.78 -5.8%
348 CMS CMS ENERGY CORP Utilities 53.0 $4K 0.00% +18.0 +51.4% $77.58 -5.1%
349 CORPAY INC 14.0 $4K 0.00% +4.0 +40.0% $291.00
350 INGR INGREDION INC Consumer Defensive 36.0 $4K 0.00% +27.0 +300.0% $112.67 -9.3%
351 TRGP TARGA RES CORP Energy 16.0 $4K 0.00% +5.0 +45.5% $250.75 +8.0%
352 EW EDWARDS LIFESCIENCES CORP Healthcare 50.0 $4K 0.00% +22.0 +78.6% $80.08 +3.9%
353 ASTS AST SPACEMOBILE INC Technology 48.0 $4K 0.00% +1.0 +2.1% $82.88 +16.1%
354 DELL DELL TECHNOLOGIES INC Technology 24.0 $4K 0.00% +5.0 +26.3% $164.17 +54.0%
355 MKSI MKS INC. Technology 17.0 $4K 0.00% +6.0 +54.5% $229.82 +36.3%
356 D DOMINION ENERGY INC Utilities 63.0 $4K 0.00% +20.0 +46.5% $61.83 +10.5%
357 SNX TD SYNNEX CORPORATION Technology 23.0 $4K 0.00% +9.0 +64.3% $168.74 +36.7%
358 AON AON PLC Financial Services 12.0 $4K 0.00% +3.0 +33.3% $322.83 +0.4%
359 WSM WILLIAMS SONOMA INC Consumer Cyclical 21.0 $4K 0.00% +4.0 +23.5% $182.33 -1.1%
360 CHRW C H ROBINSON WORLDWIDE IN Industrials 23.0 $4K 0.00% +9.0 +64.3% $166.09 +7.3%
Page 18 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%