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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 42 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FSS FEDERAL SIGNAL CORP Industrials 9.0 $1K +2.0 +28.6% $128.56 -7.3%
822 BGC BGC GROUP INC Financial Services 108.0 $1K +25.0 +30.1% $10.69 +11.2%
823 SMR NUSCALE PWR CORP Utilities 115.0 $1K +80.0 +228.6% $10.03 -2.7%
824 POWL POWELL INDS INC Industrials 4.0 $1K +3.0 +300.0% $286.50 -34.1%
825 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 17.0 $1K +10.0 +142.9% $67.18 -6.4%
826 STAG STAG INDUSTRIAL INC Real Estate 30.0 $1K +14.0 +87.5% $38.07 -2.3%
827 TCBI TEXAS CAP BANCSHARES INC Financial Services 11.0 $1K +5.0 +83.3% $103.27 -5.0%
828 SFNC SIMMONS FIRST NATL CORP Financial Services 50.0 $1K +2.0 +4.2% $22.66 +0.0%
829 VLYPN VALLEY NATL BANCORP 77.0 $1K +10.0 +14.9% $14.66
830 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7.0 $1K +3.0 +75.0% $160.43 +11.7%
831 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 53.0 $1K +15.0 +39.5% $21.11 -18.8%
832 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 21.0 $1K +11.0 +110.0% $52.86 -0.0%
833 CNM CORE & MAIN INC Industrials 23.0 $1K +12.0 +109.1% $48.26 -8.3%
834 VEL VELOCITY FINL INC Financial Services 60.0 $1K +30.0 +100.0% $18.47 -0.7%
835 FLAGSTAR BANK NATIONAL ASSOC 74.0 $1K +35.0 +89.7% $14.95
836 CHH CHOICE HOTELS INTL INC Consumer Cyclical 10.0 $1K +5.0 +100.0% $110.30 -0.2%
837 JKHY HENRY JACK & ASSOC INC Technology 8.0 $1K +2.0 +33.3% $137.75 +25.9%
838 SFM SPROUTS FMRS MKT INC Consumer Defensive 13.0 $1K +6.0 +85.7% $84.62 +1.3%
839 PINS PINTEREST INC Communication Services 52.0 $1K +50.0 +2500.0% $21.04 +11.7%
840 ORA ORMAT TECHNOLOGIES INC Utilities 10.0 $1K +3.0 +42.9% $108.90 -2.0%
Page 42 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%