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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 50 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NWBI NORTHWEST BANCSHARES INC Financial Services 25.0 $379.0 +9.0 +56.2% $15.16 +1.4%
982 GAMESTOP CORP 17.0 $376.0 +10.0 +142.9% $22.12
983 MGRC MCGRATH RENTCORP Industrials 3.0 $364.0 +1.0 +50.0% $121.33 -4.0%
984 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 10.0 $363.0 +8.0 +400.0% $36.30 -2.0%
985 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 36.0 $339.0 +22.0 +157.1% $9.42 +0.7%
986 AMR ALPHA METALLURGICAL RESOUR I Energy 2.0 $330.0 +1.0 +100.0% $165.00 +27.2%
987 LIBERTY GLOBAL LTD 29.0 $319.0 +13.0 +81.2% $11.00
988 USLM UNITED STS LIME & MINERALS I Basic Materials 3.0 $315.0 +1.0 +50.0% $105.00 +15.1%
989 TBBK BANCORP INC DEL Financial Services 5.0 $314.0 +3.0 +150.0% $62.80 +6.4%
990 ABM ABM INDS INC Industrials 7.0 $310.0 +4.0 +133.3% $44.29 +5.8%
991 RUN SUNRUN INC Energy 23.0 $308.0 +6.0 +35.3% $13.39 -33.4%
992 RUSHB RUSH ENTERPRISES INC 4.0 $306.0 +1.0 +33.3% $76.50
993 RAMP LIVERAMP HLDGS INC Technology 8.0 $302.0 +5.0 +166.7% $37.75 -0.3%
994 SBCF SEACOAST BKG CORP FLA Financial Services 9.0 $300.0 +3.0 +50.0% $33.33 +3.0%
995 HWKN HAWKINS INC Basic Materials 2.0 $285.0 +1.0 +100.0% $142.50 -17.4%
996 BROWN FORMAN CORP 10.0 $274.0 +6.0 +150.0% $27.40
997 CYTK CYTOKINETICS INC Healthcare 3.0 $256.0 +2.0 +200.0% $85.33 -9.7%
998 ACAD ACADIA PHARMACEUTICALS INC Healthcare 10.0 $253.0 +2.0 +25.0% $25.30 +17.2%
999 AWR AMER STATES WTR CO Utilities 3.0 $248.0 +2.0 +200.0% $82.67 +10.2%
1000 BEAM BEAM THERAPEUTICS INC Healthcare 7.0 $241.0 +6.0 +600.0% $34.43 -17.7%
Page 50 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%