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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 46 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 21.0 $351.0 +2.0 +10.5% $16.71 -4.1%
902 CVSA COVISTA INC Consumer Cyclical 3.0 $346.0 +1.0 +50.0% $115.33 +7.6%
903 MTCH MATCH GROUP INC NEW Communication Services 11.0 $338.0 +4.0 +57.1% $30.73 +15.6%
904 TRMK TRUSTMARK CORP Financial Services 8.0 $338.0 +2.0 +33.3% $42.25 +5.1%
905 ASH ASHLAND INC Basic Materials 6.0 $334.0 +4.0 +200.0% $55.67 +1.0%
906 STRA STRATEGIC ED INC Consumer Defensive 4.0 $332.0 +2.0 +100.0% $83.00 -5.0%
907 JOE ST JOE CO Real Estate 5.0 $314.0 +1.0 +25.0% $62.80 +1.9%
908 WSBC WESBANCO INC Financial Services 9.0 $311.0 +3.0 +50.0% $34.56 -1.4%
909 MGEE MGE ENERGY INC Utilities 4.0 $310.0 +1.0 +33.3% $77.50 -2.2%
910 BANR BANNER CORP Financial Services 5.0 $304.0 +2.0 +66.7% $60.80 +5.8%
911 VVV VALVOLINE INC Energy 9.0 $304.0 +3.0 +50.0% $33.78 -2.2%
912 LIBERTY GLOBAL LTD 25.0 $303.0 +12.0 +92.3% $12.12
913 CHWY CHEWY INC Consumer Cyclical 11.0 $297.0 +2.0 +22.2% $27.00 -24.7%
914 OI O-I GLASS INC Consumer Cyclical 28.0 $295.0 +12.0 +75.0% $10.54 -16.2%
915 CVBF CVB FINL CORP Financial Services 15.0 $291.0 +3.0 +25.0% $19.40 +4.4%
916 CCS CENTURY COMMUNITIES INC Consumer Cyclical 5.0 $287.0 +1.0 +25.0% $57.40 -13.5%
917 HAE HAEMONETICS CORP MASS Healthcare 5.0 $282.0 +1.0 +25.0% $56.40 +4.3%
918 RDNT RADNET INC Healthcare 5.0 $280.0 +1.0 +25.0% $56.00 -4.4%
919 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 6.0 $279.0 +1.0 +20.0% $46.50 -0.0%
920 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3.0 $275.0 +2.0 +200.0% $91.67 -19.8%
Page 46 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%