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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 18 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ARW ARROW ELECTRS INC Technology 30.0 $6K 0.00% +6.0 +25.0% $213.43 -5.1%
342 JBHT HUNT J B TRANS SVCS INC Industrials 22.0 $6K 0.00% +9.0 +69.2% $289.45 -9.4%
343 DDOG DATADOG INC Technology 24.0 $6K 0.00% +7.0 +41.2% $260.38 -14.4%
344 PCAR PACCAR INC Industrials 52.0 $6K 0.00% +21.0 +67.7% $120.13 +7.6%
345 RES RPC INC Energy 1,071.0 $6K 0.00% +71.0 +7.1% $5.83 +5.3%
346 FFIV F5 INC Technology 15.0 $6K 0.00% +5.0 +50.0% $416.00 -8.0%
347 HCA HCA HEALTHCARE INC Healthcare 16.0 $6K 0.00% +6.0 +60.0% $389.94 +10.0%
348 XPO XPO INC Industrials 30.0 $6K 0.00% +7.0 +30.4% $205.30 -6.5%
349 INGR INGREDION INC Consumer Defensive 65.0 $6K 0.00% +29.0 +80.6% $94.72 +10.9%
350 ILMN ILLUMINA INC Healthcare 35.0 $6K 0.00% +17.0 +94.4% $175.86 +27.9%
351 PRU PRUDENTIAL FINL INC Financial Services 57.0 $6K 0.00% +21.0 +58.3% $107.95 +11.3%
352 NET CLOUDFLARE INC Technology 25.0 $6K 0.00% +7.0 +38.9% $245.28 +13.2%
353 R RYDER SYS INC Industrials 23.0 $6K 0.00% +6.0 +35.3% $263.78 -6.7%
354 PHM PULTE GROUP INC Consumer Cyclical 44.0 $6K 0.00% +14.0 +46.7% $137.23 -4.6%
355 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 25.0 $6K 0.00% +7.0 +38.9% $241.00 +8.0%
356 BSX BOSTON SCIENTIFIC CORP Healthcare 141.0 $6K 0.00% +42.0 +42.4% $42.68 +16.8%
357 NSC NORFOLK SOUTHN CORP Industrials 19.0 $6K 0.00% +2.0 +11.8% $314.63 +11.6%
358 RRX REGAL REXNORD CORPORATION Industrials 25.0 $6K 0.00% +3.0 +13.6% $238.20 -31.9%
359 FORM FORMFACTOR INC Technology 37.0 $6K 0.00% +12.0 +48.0% $159.95 -32.7%
360 IEX IDEX CORP Industrials 26.0 $6K 0.00% +12.0 +85.7% $226.96 +1.5%
Page 18 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%