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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 20 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NTAP NETAPP INC Technology 34.0 $3K 0.00% +5.0 +17.2% $102.41 +21.0%
382 R RYDER SYS INC Industrials 17.0 $3K 0.00% +8.0 +88.9% $204.76 +14.7%
383 CFG CITIZENS FINL GROUP INC Financial Services 58.0 $3K 0.00% +14.0 +31.8% $59.98 +4.7%
384 MSI MOTOROLA SOLUTIONS INC Technology 8.0 $3K 0.00% +5.0 +166.7% $434.00 -7.8%
385 SYF SYNCHRONY FINANCIAL Financial Services 51.0 $3K 0.00% +28.0 +121.7% $68.04 +5.9%
386 ON ON SEMICONDUCTOR CORP Technology 56.0 $3K 0.00% +14.0 +33.3% $61.93 +77.0%
387 CHTR CHARTER COMMUNICATIONS INC Communication Services 16.0 $3K 0.00% +7.0 +77.8% $215.94 -31.0%
388 AVY AVERY DENNISON CORP Industrials 20.0 $3K 0.00% +11.0 +122.2% $172.70 -8.0%
389 NI NISOURCE INC Utilities 74.0 $3K 0.00% +46.0 +164.3% $46.66 +2.2%
390 ARW ARROW ELECTRS INC Technology 24.0 $3K 0.00% +7.0 +41.2% $143.42 +48.4%
391 PPG PPG INDS INC Basic Materials 32.0 $3K 0.00% +10.0 +45.5% $106.91 -2.4%
392 NWSA NEWS CORP NEW Communication Services 137.0 $3K 0.00% +118.0 +621.0% $24.93 +5.3%
393 WCN WASTE CONNECTIONS INC Industrials 21.0 $3K 0.00% +17.0 +425.0% $162.48 -3.4%
394 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 18.0 $3K 0.00% +2.0 +12.5% $189.06 +26.6%
395 LEA LEAR CORP Consumer Cyclical 28.0 $3K 0.00% +5.0 +21.7% $121.11 +14.3%
396 AYI ACUITY INC Industrials 12.0 $3K 0.00% +4.0 +50.0% $280.25 +0.3%
397 PYPL PAYPAL HLDGS INC Financial Services 74.0 $3K 0.00% +25.0 +51.0% $45.24 -1.9%
398 TPL TEXAS PACIFIC LAND CORPORATI Energy 7.0 $3K 0.00% +3.0 +75.0% $474.57 -15.2%
399 TECHNIPFMC PLC 48.0 $3K 0.00% +9.0 +23.1% $69.15
400 SBUX STARBUCKS CORP Consumer Cyclical 37.0 $3K 0.00% +20.0 +117.7% $89.59 +18.9%
Page 20 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%