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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 38 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ESAB ESAB CORPORATION Industrials 9.0 $870.0 +3.0 +50.0% $96.67 -12.6%
742 SMCI SUPER MICRO COMPUTER INC Technology 38.0 $866.0 +35.0 +1166.7% $22.79 +34.1%
743 HRL HORMEL FOODS CORP Consumer Defensive 38.0 $861.0 +34.0 +850.0% $22.66 -10.0%
744 SSD SIMPSON MFG INC Industrials 5.0 $859.0 +1.0 +25.0% $171.80 +3.6%
745 CACC CREDIT ACCEP CORP MICH Financial Services 2.0 $847.0 +1.0 +100.0% $423.50 +31.7%
746 ALK ALASKA AIR GROUP INC Industrials 23.0 $846.0 +20.0 +666.7% $36.78 +8.3%
747 BHF BRIGHTHOUSE FINL INC Financial Services 14.0 $839.0 +3.0 +27.3% $59.93 +4.3%
748 CIFR CIPHER DIGITAL INC Financial Services 65.0 $837.0 +30.0 +85.7% $12.88 +46.0%
749 GNTX GENTEX CORP Consumer Cyclical 38.0 $831.0 +21.0 +123.5% $21.87 +3.7%
750 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 14.0 $830.0 +2.0 +16.7% $59.29 -21.7%
751 MMSI MERIT MED SYS INC Healthcare 12.0 $828.0 +2.0 +20.0% $69.00 -7.6%
752 OZK BANK OZK LITTLE ROCK ARK Financial Services 18.0 $827.0 +4.0 +28.6% $45.94 +2.4%
753 HWC HANCOCK WHITNEY CORPORATION Financial Services 13.0 $827.0 +3.0 +30.0% $63.62 +2.7%
754 SKYW SKYWEST INC Industrials 9.0 $827.0 +5.0 +125.0% $91.89 -14.7%
755 VLYPN VALLEY NATL BANCORP Financial Services 67.0 $823.0 +16.0 +31.4% $12.28 +111.2%
756 MTDR MATADOR RES CO Energy 13.0 $822.0 +5.0 +62.5% $63.23 -2.4%
757 FRME FIRST MERCHANTS CORP Financial Services 21.0 $814.0 +14.0 +200.0% $38.76 +2.2%
758 EPAM EPAM SYS INC Technology 6.0 $813.0 +3.0 +100.0% $135.50 -25.8%
759 BGC BGC GROUP INC Financial Services 83.0 $812.0 +66.0 +388.2% $9.78 +14.8%
760 PLXS PLEXUS CORP Technology 4.0 $811.0 +1.0 +33.3% $202.75 +23.3%
Page 38 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%