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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 23 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NI NISOURCE INC Utilities 96.0 $5K 0.00% +22.0 +29.7% $47.55 -14.5%
442 INVH INVITATION HOMES INC Real Estate 151.0 $5K 0.00% +131.0 +655.0% $30.21 -0.0%
443 AMH AMERICAN HOMES 4 RENT Real Estate 136.0 $5K 0.00% +100.0 +277.8% $33.52 +3.1%
444 ARMK ARAMARK Industrials 80.0 $5K 0.00% +38.0 +90.5% $56.90 +3.8%
445 MKC MCCORMICK & CO INC Consumer Defensive 90.0 $5K 0.00% +63.0 +233.3% $50.42 +8.0%
446 ST SENSATA TECHNOLOGIES HLDG PL Technology 95.0 $5K 0.00% +28.0 +41.8% $47.75 -11.7%
447 FN FABRINET Technology 8.0 $4K 0.00% +1.0 +14.3% $562.12 -23.2%
448 SYF SYNCHRONY FINANCIAL Financial Services 59.0 $4K 0.00% +8.0 +15.7% $76.05 +6.2%
449 BUNGE GLOBAL SA 42.0 $4K 0.00% +5.0 +13.5% $106.74
450 MAS MASCO CORP Industrials 55.0 $4K 0.00% +42.0 +323.1% $81.38 -10.4%
451 DGX QUEST DIAGNOSTICS INC Healthcare 21.0 $4K 0.00% +6.0 +40.0% $211.95 +15.4%
452 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 51.0 $4K 0.00% +20.0 +64.5% $87.24 +8.2%
453 INCY INCYTE CORP Healthcare 39.0 $4K 0.00% +14.0 +56.0% $113.38 +14.4%
454 FLS FLOWSERVE CORP Industrials 59.0 $4K 0.00% +15.0 +34.1% $74.17 +8.6%
455 BALL BALL CORP Consumer Cyclical 70.0 $4K 0.00% +18.0 +34.6% $62.40 +2.7%
456 CSL CARLISLE COS INC Industrials 12.0 $4K 0.00% +3.0 +33.3% $362.75 +0.1%
457 CPT CAMDEN PPTY TR Real Estate 38.0 $4K 0.00% +28.0 +280.0% $114.50 -5.4%
458 DRI DARDEN RESTAURANTS INC Consumer Cyclical 21.0 $4K 0.00% +9.0 +75.0% $206.05 +7.0%
459 EVRG EVERGY INC Utilities 50.0 $4K 0.00% +25.0 +100.0% $86.44 -5.8%
460 SIRI SIRIUSXM HOLDINGS INC Communication Services 146.0 $4K 0.00% +34.0 +30.4% $29.54 -2.7%
Page 23 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%