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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 47 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PSN PARSONS CORP DEL Industrials 5.0 $271.0 +1.0 +25.0% $54.20 -5.3%
922 FTDR FRONTDOOR INC Consumer Cyclical 5.0 $265.0 +2.0 +66.7% $53.00 +17.3%
923 OTTR OTTER TAIL CORP Utilities 3.0 $264.0 +1.0 +50.0% $88.00 -1.7%
924 UEC URANIUM ENERGY CORP Energy 19.0 $257.0 +1.0 +5.6% $13.53 -5.6%
925 AZZ AZZ INC Industrials 2.0 $251.0 +1.0 +100.0% $125.50 +9.3%
926 ETSY INC 5.0 $250.0 +1.0 +25.0% $50.00
927 XRAY DENTSPLY SIRONA INC Healthcare 21.0 $244.0 +15.0 +250.0% $11.62 -15.4%
928 SMG SCOTTS MIRACLE-GRO CO Basic Materials 4.0 $244.0 +1.0 +33.3% $61.00 -5.4%
929 NMRK NEWMARK GROUP INC Real Estate 16.0 $240.0 +2.0 +14.3% $15.00 -4.4%
930 LIBERTY MEDIA CORP DEL 3.0 $235.0 +2.0 +200.0% $78.33
931 ROAD CONSTRUCTION PARTNERS INC Industrials 2.0 $223.0 +1.0 +100.0% $111.50 +1.8%
932 IOSP INNOSPEC INC Basic Materials 3.0 $220.0 +2.0 +200.0% $73.33 +6.1%
933 TDC TERADATA CORP DEL Technology 8.0 $206.0 +1.0 +14.3% $25.75 +26.2%
934 OPLN OPENLANE INC Consumer Cyclical 7.0 $205.0 +1.0 +16.7% $29.29 +19.5%
935 JBLU JETBLUE AIRWAYS CORP Industrials 45.0 $199.0 +32.0 +246.2% $4.42 +4.6%
936 SIRIUSPOINT LTD 9.0 $194.0 +1.0 +12.5% $21.56
937 MQ MARQETA INC Technology 47.0 $192.0 +12.0 +34.3% $4.09 -2.7%
938 WAFD WAFD INC Financial Services 6.0 $189.0 +1.0 +20.0% $31.50 +12.4%
939 LIBERTY GLOBAL LTD 16.0 $188.0 +3.0 +23.1% $11.75
940 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 15.0 $187.0 +1.0 +7.1% $12.47 -2.3%
Page 47 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%