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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 39 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PB PROSPERITY BANCSHARES INC Financial Services 12.0 $807.0 +1.0 +9.1% $67.25 +1.0%
762 IPGP IPG PHOTONICS CORP Technology 7.0 $803.0 +1.0 +16.7% $114.71 -1.2%
763 MCY MERCURY GENL CORP NEW Financial Services 9.0 $794.0 +2.0 +28.6% $88.22 +15.0%
764 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 12.0 $794.0 +4.0 +50.0% $66.17 +3.7%
765 RIOT RIOT PLATFORMS INC Financial Services 64.0 $792.0 +55.0 +611.1% $12.38 +83.0%
766 AOS SMITH A O CORP Industrials 12.0 $792.0 +3.0 +33.3% $66.00 -14.1%
767 POST POST HLDGS INC Consumer Defensive 8.0 $791.0 +2.0 +33.3% $98.88 -1.2%
768 SNDR SCHNEIDER NATIONAL INC Industrials 30.0 $791.0 +4.0 +15.4% $26.37 +22.0%
769 RVTY REVVITY INC Healthcare 9.0 $789.0 +1.0 +12.5% $87.67 +9.4%
770 MAS MASCO CORP Industrials 13.0 $785.0 +5.0 +62.5% $60.38 +6.8%
771 ORA ORMAT TECHNOLOGIES INC Utilities 7.0 $784.0 +1.0 +16.7% $112.00 +16.7%
772 CNO CNO FINL GROUP INC Financial Services 19.0 $781.0 +12.0 +171.4% $41.11 +14.0%
773 EQH EQUITABLE HLDGS INC Financial Services 21.0 $780.0 +5.0 +31.2% $37.14 +11.1%
774 DBX DROPBOX INC Technology 34.0 $773.0 +5.0 +17.2% $22.74 +21.1%
775 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 9.0 $762.0 +5.0 +125.0% $84.67 -12.4%
776 ESNT ESSENT GROUP LTD Financial Services 13.0 $760.0 +1.0 +8.3% $58.46 +4.1%
777 U HAUL HOLDING COMPANY 17.0 $760.0 +9.0 +112.5% $44.71
778 MGY MAGNOLIA OIL & GAS CORP Energy 24.0 $758.0 +5.0 +26.3% $31.58 -4.5%
779 FSS FEDERAL SIGNAL CORP Industrials 7.0 $757.0 +2.0 +40.0% $108.14 +1.3%
780 PSMT PRICESMART INC Consumer Defensive 5.0 $753.0 +1.0 +25.0% $150.60 +7.3%
Page 39 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%