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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 41 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 INDB INDEPENDENT BK CORP MASS Financial Services 15.0 $1K +2.0 +15.4% $83.73 -1.0%
802 WMK WEIS MKTS INC Consumer Defensive 16.0 $1K +14.0 +700.0% $78.31 -9.5%
803 CE CELANESE CORP DEL Basic Materials 27.0 $1K +6.0 +28.6% $46.00 -3.0%
804 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 10.0 $1K +6.0 +150.0% $123.30 +9.8%
805 DORM DORMAN PRODS INC Consumer Cyclical 9.0 $1K +2.0 +28.6% $136.56 -4.8%
806 DFH DREAM FINDERS HOMES INC Consumer Cyclical 71.0 $1K +1.0 +1.4% $17.27 -11.3%
807 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 30.0 $1K +4.0 +15.4% $40.87 +8.6%
808 CNX CNX RES CORP Energy 36.0 $1K +12.0 +50.0% $33.94 +5.8%
809 IRIDIUM COMMUNICATIONS INC 22.0 $1K +16.0 +266.7% $54.86
810 KE KIMBALL ELECTRONICS INC Industrials 47.0 $1K +20.0 +74.1% $25.62 -9.4%
811 SOUN SOUNDHOUND AI INC Technology 186.0 $1K +119.0 +177.6% $6.47 +8.3%
812 VISN VISTANCE NETWORKS INC Technology 94.0 $1K +4.0 +4.4% $12.79 -15.0%
813 CWEN CLEARWAY ENERGY INC Utilities 35.0 $1K +14.0 +66.7% $34.20 -4.0%
814 RLI RLI CORP Financial Services 20.0 $1K +5.0 +33.3% $59.10 +9.6%
815 TTC TORO CO Industrials 12.0 $1K +2.0 +20.0% $97.50 +1.6%
816 WYNN WYNN RESORTS LTD Consumer Cyclical 12.0 $1K +7.0 +140.0% $97.17 +1.5%
817 SD SANDRIDGE ENERGY INC Energy 85.0 $1K +35.0 +70.0% $13.71 +1.6%
818 CRC CALIFORNIA RES CORP Energy 22.0 $1K +4.0 +22.2% $52.91 -1.3%
819 CLSK CLEANSPARK INC Technology 80.0 $1K +28.0 +53.9% $14.55 -12.7%
820 ALTG ALTA EQUIPMENT GROUP INC Industrials 179.0 $1K +74.0 +70.5% $6.47 -4.2%
Page 41 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%