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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 49 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 WSBC WESBANCO INC Financial Services 13.0 $508.0 +4.0 +44.4% $39.08 +4.2%
962 TRMK TRUSTMARK CORP Financial Services 11.0 $507.0 +3.0 +37.5% $46.09 +0.8%
963 SHOO MADDEN STEVEN LTD Consumer Cyclical 12.0 $506.0 +8.0 +200.0% $42.17 +8.9%
964 REXR REXFORD INDL RLTY INC Real Estate 15.0 $503.0 +2.0 +15.4% $33.53 +12.3%
965 NPWR NET POWER INC Industrials 299.0 $500.0 +62.0 +26.2% $1.67 +19.0%
966 OWL BLUE OWL CAPITAL INC Financial Services 57.0 $499.0 +10.0 +21.3% $8.75 +33.4%
967 QSI QUANTUM SI INC Healthcare 562.0 $498.0 +53.0 +10.4% $0.89 -13.2%
968 MIR MIRION TECHNOLOGIES INC Industrials 27.0 $485.0 +7.0 +35.0% $17.96 -18.3%
969 VCYT VERACYTE INC Healthcare 8.0 $470.0 +4.0 +100.0% $58.75 -29.4%
970 HAYW HAYWARD HLDGS INC Industrials 27.0 $468.0 +9.0 +50.0% $17.33 -16.3%
971 W WAYFAIR INC Consumer Cyclical 5.0 $463.0 +1.0 +25.0% $92.60 +11.4%
972 OSCR OSCAR HEALTH INC Healthcare 16.0 $457.0 +6.0 +60.0% $28.56 +11.4%
973 OPLN OPENLANE INC Consumer Cyclical 11.0 $454.0 +4.0 +57.1% $41.27 -17.5%
974 TDC TERADATA CORP DEL Technology 13.0 $451.0 +5.0 +62.5% $34.69 -20.7%
975 HAE HAEMONETICS CORP MASS Healthcare 6.0 $450.0 +1.0 +20.0% $75.00 +44.5%
976 LFST LIFESTANCE HEALTH GROUP INC Healthcare 41.0 $440.0 +16.0 +64.0% $10.73 +13.3%
977 ITRI ITRON INC Technology 5.0 $433.0 +1.0 +25.0% $86.60 +14.0%
978 VVV VALVOLINE INC Energy 10.0 $396.0 +1.0 +11.1% $39.60 -15.7%
979 DXC DXC TECHNOLOGY CO Technology 44.0 $390.0 +41.0 +1366.7% $8.86 +19.9%
980 WAFD WAFD INC Financial Services 10.0 $384.0 +4.0 +66.7% $38.40 -5.5%
Page 49 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%