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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 27 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CCK CROWN HLDGS INC Consumer Cyclical 32.0 $4K 0.00% +8.0 +33.3% $111.84 +6.5%
522 CFR CULLEN FROST BANKERS INC Financial Services 23.0 $4K 0.00% +10.0 +76.9% $154.52 +5.7%
523 FTV FORTIVE CORP Technology 58.0 $4K 0.00% +15.0 +34.9% $61.10 -1.4%
524 ES EVERSOURCE ENERGY Utilities 49.0 $4K 0.00% +27.0 +122.7% $72.29 -0.9%
525 DY DYCOM INDS INC Industrials 7.0 $4K 0.00% +3.0 +75.0% $505.71 -38.5%
526 FSLR FIRST SOLAR INC Energy 15.0 $4K 0.00% +8.0 +114.3% $236.00 -12.7%
527 WTS WATTS WATER TECHNOLOGIES INC Industrials 9.0 $4K 0.00% +3.0 +50.0% $391.56 -3.4%
528 ABCB AMERIS BANCORP Financial Services 39.0 $4K 0.00% +14.0 +56.0% $90.28 -4.9%
529 FTAI AVIATION LTD 13.0 $4K 0.00% +2.0 +18.2% $270.54
530 FLR FLUOR CORP Industrials 67.0 $4K 0.00% +24.0 +55.8% $52.40 -0.7%
531 RJF RAYMOND JAMES FINL INC Financial Services 23.0 $3K 0.00% +6.0 +35.3% $152.04 +16.2%
532 DOW DOW HLDGS INC Basic Materials 127.0 $3K 0.00% +22.0 +20.9% $27.36 +10.8%
533 PSTG EVERPURE INC 44.0 $3K 0.00% +15.0 +51.7% $78.80
534 ZM ZOOM COMMUNICATIONS INC Technology 40.0 $3K 0.00% +20.0 +100.0% $86.33 +8.7%
535 INDI INDIE SEMICONDUCTOR INC Technology 767.0 $3K 0.00% +121.0 +18.7% $4.49 -13.1%
536 LNT ALLIANT ENERGY CORP Utilities 45.0 $3K 0.00% +17.0 +60.7% $76.31 -9.7%
537 RGA REINSURANCE GROUP AMER INC Financial Services 16.0 $3K 0.00% +2.0 +14.3% $212.69 +15.9%
538 NPO ENPRO INC Industrials 9.0 $3K 0.00% +7.0 +350.0% $377.00 -18.1%
539 ATR APTARGROUP INC Healthcare 27.0 $3K 0.00% +15.0 +125.0% $125.22 +8.0%
540 EXPAND ENERGY CORPORATION 37.0 $3K 0.00% +14.0 +60.9% $91.22
Page 27 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%