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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 25 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RJF RAYMOND JAMES FINL INC Financial Services 17.0 $2K 0.00% +4.0 +30.8% $144.82 +5.0%
482 CRUS CIRRUS LOGIC INC Technology 17.0 $2K 0.00% +6.0 +54.5% $144.65 +15.2%
483 BR BROADRIDGE FINL SOLUTIONS IN Technology 15.0 $2K 0.00% +7.0 +87.5% $162.53 -7.7%
484 IDA IDACORP INC Utilities 17.0 $2K 0.00% +11.0 +183.3% $143.00 -1.0%
485 AFG AMERICAN FINANCIAL GROUP INC Financial Services 19.0 $2K 0.00% +2.0 +11.8% $127.74 +7.4%
486 FORM FORMFACTOR INC Technology 25.0 $2K 0.00% +3.0 +13.6% $97.00 +32.0%
487 PTC PTC INC Technology 17.0 $2K 0.00% +9.0 +112.5% $142.53 +3.8%
488 VFC V F CORP Consumer Cyclical 142.0 $2K 0.00% +28.0 +24.6% $16.99 -4.6%
489 CCK CROWN HLDGS INC Consumer Cyclical 24.0 $2K 0.00% +7.0 +41.2% $100.25 -3.8%
490 ONB OLD NATL BANCORP IND Financial Services 108.0 $2K 0.00% +57.0 +111.8% $22.10 +7.8%
491 BEN FRANKLIN RESOURCES INC Financial Services 101.0 $2K 0.00% +29.0 +40.3% $23.62 +30.6%
492 FTV FORTIVE CORP Technology 43.0 $2K 0.00% +16.0 +59.3% $55.30 +6.7%
493 ACM AECOM Industrials 28.0 $2K 0.00% +12.0 +75.0% $84.82 -17.3%
494 PR PERMIAN RESOURCES CORP Energy 111.0 $2K 0.00% +54.0 +94.7% $21.32 -2.0%
495 GL GLOBE LIFE INC Financial Services 17.0 $2K 0.00% +3.0 +21.4% $139.18 +12.5%
496 ST SENSATA TECHNOLOGIES HLDG PL Technology 67.0 $2K 0.00% +1.0 +1.5% $35.22 +35.5%
497 OMF ONEMAIN HLDGS INC Financial Services 44.0 $2K 0.00% +10.0 +29.4% $53.50 +0.5%
498 DRI DARDEN RESTAURANTS INC Consumer Cyclical 12.0 $2K 0.00% +7.0 +140.0% $196.08 +0.5%
499 INCY INCYTE CORP Healthcare 25.0 $2K 0.00% +5.0 +25.0% $94.12 +3.5%
500 NXST NEXSTAR MEDIA GROUP INC Communication Services 13.0 $2K 0.00% +5.0 +62.5% $180.85 +4.7%
Page 25 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%