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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 24 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 THG HANOVER INS GROUP INC Financial Services 20.0 $4K 0.00% +8.0 +66.7% $214.15 +6.7%
462 CHD CHURCH & DWIGHT CO INC Consumer Defensive 44.0 $4K 0.00% +15.0 +51.7% $96.89 +6.2%
463 COLB COLUMBIA BKG SYS INC Financial Services 133.0 $4K 0.00% +88.0 +195.6% $32.05 -4.2%
464 DINO HF SINCLAIR CORP Energy 61.0 $4K 0.00% +5.0 +8.9% $69.66 +38.6%
465 FE FIRSTENERGY CORP Utilities 89.0 $4K 0.00% +32.0 +56.1% $47.55 -1.7%
466 LEIDOS HOLDINGS INC 41.0 $4K 0.00% +15.0 +57.7% $102.98
467 NXPI NXP SEMICONDUCTORS N V Technology 15.0 $4K 0.00% +6.0 +66.7% $281.07 -20.6%
468 HOMB HOME BANCSHARES INC Financial Services 147.0 $4K 0.00% +127.0 +635.0% $28.55 +4.4%
469 BXP BXP INC Real Estate 63.0 $4K 0.00% +54.0 +600.0% $66.32 +6.0%
470 SJM SMUCKER J M CO Consumer Defensive 37.0 $4K 0.00% +19.0 +105.6% $112.51 +16.3%
471 AKAM AKAMAI TECHNOLOGIES INC Technology 35.0 $4K 0.00% +10.0 +40.0% $118.23 -8.6%
472 EXEL EXELIXIS INC Healthcare 76.0 $4K 0.00% +41.0 +117.1% $54.42 +3.1%
473 RVTY REVVITY INC Healthcare 37.0 $4K 0.00% +28.0 +311.1% $111.27 +13.6%
474 AIG AMERICAN INTL GROUP INC Financial Services 55.0 $4K 0.00% +7.0 +14.6% $74.55 +3.3%
475 LFUS LITTELFUSE INC Technology 9.0 $4K 0.00% +1.0 +12.5% $455.33 -8.0%
476 WPC WP CAREY INC Real Estate 57.0 $4K 0.00% +31.0 +119.2% $71.51 -0.5%
477 VOYA VOYA FINANCIAL INC Financial Services 45.0 $4K 0.00% +14.0 +45.2% $90.53 +12.2%
478 ELAN ELANCO ANIMAL HEALTH INC Healthcare 164.0 $4K 0.00% +67.0 +69.1% $24.62 +1.9%
479 MDB MONGODB INC Technology 12.0 $4K 0.00% +8.0 +200.0% $335.92 +20.9%
480 FHN FIRST HORIZON CORPORATION Financial Services 157.0 $4K 0.00% +46.0 +41.4% $25.64 -4.2%
Page 24 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%