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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 22 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CBOE CBOE GLOBAL MKTS INC Financial Services 11.0 $3K 0.00% +2.0 +22.2% $281.09 +25.2%
422 BALL BALL CORP Consumer Cyclical 52.0 $3K 0.00% +24.0 +85.7% $59.12 -4.7%
423 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 31.0 $3K 0.00% +12.0 +63.2% $98.45 -4.1%
424 AMG AFFILIATED MANAGERS GROUP Financial Services 11.0 $3K 0.00% +4.0 +57.1% $276.73 +9.4%
425 APG API GROUP CORP Industrials 75.0 $3K 0.00% +8.0 +11.9% $40.52 +2.4%
426 TDY TELEDYNE TECHNOLOGIES INC Technology 5.0 $3K 0.00% +2.0 +66.7% $605.20 +1.5%
427 GRMN GARMIN LTD Technology 13.0 $3K 0.00% +4.0 +44.4% $232.08 +3.3%
428 PRI PRIMERICA INC Financial Services 12.0 $3K 0.00% +6.0 +100.0% $250.50 +12.2%
429 PCG PG&E CORP Utilities 171.0 $3K 0.00% +55.0 +47.4% $17.57 -6.4%
430 CSL CARLISLE COS INC Industrials 9.0 $3K 0.00% +1.0 +12.5% $333.67 -0.4%
431 RPM RPM INTL INC Basic Materials 30.0 $3K 0.00% +14.0 +87.5% $99.40 -0.9%
432 A AGILENT TECHNOLOGIES INC Healthcare 26.0 $3K 0.00% +14.0 +116.7% $114.00 +0.7%
433 EVEREST GROUP LTD 9.0 $3K 0.00% +6.0 +200.0% $326.89
434 EQIX EQUINIX INC Real Estate 3.0 $3K 0.00% +2.0 +200.0% $980.33 +10.0%
435 DGX QUEST DIAGNOSTICS INC Healthcare 15.0 $3K 0.00% +4.0 +36.4% $196.00 -1.1%
436 BTU PEABODY ENGR CORP Energy 89.0 $3K 0.00% +9.0 +11.2% $32.96 -25.9%
437 CDE COEUR MNG INC Basic Materials 156.0 $3K 0.00% +17.0 +12.2% $18.78 -5.0%
438 AIT APPLIED INDL TECHNOLOGIES IN Industrials 11.0 $3K 0.00% +1.0 +10.0% $265.36 +15.2%
439 WBS WEBSTER FINL CORP Financial Services 42.0 $3K 0.00% +13.0 +44.8% $69.43 +5.3%
440 MTZ MASTEC INC Industrials 9.0 $3K 0.00% +2.0 +28.6% $321.78 +20.8%
Page 22 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%