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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 19 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LEA LEAR CORP Consumer Cyclical 44.0 $6K 0.00% +16.0 +57.1% $134.07 -7.8%
362 GEN GEN DIGITAL INC Technology 236.0 $6K 0.00% +160.0 +210.5% $24.89 +17.7%
363 HAL HALLIBURTON CO Energy 173.0 $6K 0.00% +16.0 +10.2% $33.95 -0.5%
364 MKL MARKEL GROUP INC Financial Services 3.0 $6K 0.00% +2.0 +200.0% $1953.33 -7.4%
365 AXS AXIS CAP HLDGS LTD Financial Services 54.0 $6K 0.00% +5.0 +10.2% $107.44 -7.5%
366 EIX EDISON INTL Utilities 77.0 $6K 0.00% +20.0 +35.1% $74.45 +0.4%
367 GL GLOBE LIFE INC Financial Services 32.0 $6K 0.00% +15.0 +88.2% $178.69 -3.6%
368 RBRK RUBRIK INC. Technology 71.0 $6K 0.00% +70.0 +7000.0% $80.28 +15.4%
369 KMI KINDER MORGAN INC DEL Energy 178.0 $6K 0.00% +18.0 +11.2% $31.97 -3.2%
370 KHC KRAFT HEINZ CO Consumer Defensive 236.0 $6K 0.00% +135.0 +133.7% $23.62 +7.2%
371 PNW PINNACLE WEST CAP CORP Utilities 52.0 $6K 0.00% +17.0 +48.6% $107.00 -8.7%
372 TKR TIMKEN CO Industrials 38.0 $6K 0.00% +21.0 +123.5% $145.34 -15.8%
373 LIBERTY MEDIA CORP DEL 58.0 $6K 0.00% +33.0 +132.0% $95.16
374 SLB SLB LIMITED Energy 118.0 $5K 0.00% +13.0 +12.4% $46.49 +14.6%
375 CFG CITIZENS FINL GROUP INC Financial Services 78.0 $5K 0.00% +20.0 +34.5% $70.08 -0.4%
376 MAA MID-AMER APT CMNTYS INC Real Estate 39.0 $5K 0.00% +35.0 +875.0% $138.95 -5.0%
377 AIT APPLIED INDL TECHNOLOGIES IN Industrials 16.0 $5K 0.00% +5.0 +45.5% $338.19 -0.8%
378 TMUS T-MOBILE US INC Communication Services 32.0 $5K 0.00% +11.0 +52.4% $167.75 +8.3%
379 CRBG COREBRIDGE FINL INC 187.0 $5K 0.00% +117.0 +167.1% $28.63
380 DVA DAVITA INC Healthcare 24.0 $5K 0.00% +3.0 +14.3% $222.50 -20.1%
Page 19 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%