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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 25 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SNA SNAP ON INC Industrials 10.0 $4K 0.00% +3.0 +42.9% $402.40 -1.5%
482 RL RALPH LAUREN CORP Consumer Cyclical 10.0 $4K 0.00% +1.0 +11.1% $401.50 -10.6%
483 BOX BOX INC Technology 151.0 $4K 0.00% +129.0 +586.4% $26.54 +25.3%
484 TDY TELEDYNE TECHNOLOGIES INC Technology 6.0 $4K 0.00% +1.0 +20.0% $667.00 -4.8%
485 PRI PRIMERICA INC Financial Services 14.0 $4K 0.00% +2.0 +16.7% $284.21 +6.0%
486 GTES GATES INDL CORP PLC Industrials 142.0 $4K 0.00% +92.0 +184.0% $27.97 -5.0%
487 ATI ATI INC Industrials 20.0 $4K 0.00% +6.0 +42.9% $197.10 +8.2%
488 PINNACLE FINL PARTNERS INC 39.0 $4K 0.00% +18.0 +85.7% $100.90
489 CDE COEUR MNG INC Basic Materials 241.0 $4K 0.00% +85.0 +54.5% $16.32 +31.4%
490 ACA ARCOSA INC Industrials 27.0 $4K 0.00% +16.0 +145.4% $145.30 +0.1%
491 FNB F N B CORP Financial Services 205.0 $4K 0.00% +85.0 +70.8% $19.08 -2.7%
492 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 78.0 $4K 0.00% +68.0 +680.0% $49.99 +6.0%
493 RPM RPM INTL INC Basic Materials 35.0 $4K 0.00% +5.0 +16.7% $111.17 -3.4%
494 MOH MOLINA HEALTHCARE INC Healthcare 17.0 $4K 0.00% +16.0 +1600.0% $228.71 -11.1%
495 EGP EASTGROUP PPTYS INC Real Estate 19.0 $4K 0.00% +10.0 +111.1% $202.58 -0.3%
496 JHG JANUS HENDERSON GROUP PLC Financial Services 74.0 $4K 0.00% +10.0 +15.6% $51.96 -0.0%
497 OSK OSHKOSH CORP Industrials 25.0 $4K 0.00% +3.0 +13.6% $153.48 +2.6%
498 AVT AVNET INC Technology 43.0 $4K 0.00% +8.0 +22.9% $88.84 +0.8%
499 MLI MUELLER INDS INC Industrials 31.0 $4K 0.00% +17.0 +121.4% $122.94 -48.1%
500 APTIV PLC 62.0 $4K 0.00% +23.0 +59.0% $61.39
Page 25 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%