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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 6 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 148.0 $89K 0.02% +3.0 +2.1% $604.39 -12.9%
102 HSY HERSHEY CO Consumer Defensive 425.0 $88K 0.02% +5.0 +1.2% $207.89 -7.3%
103 TJX TJX COS INC NEW Consumer Cyclical 551.0 $88K 0.02% +168.0 +43.9% $159.70 -5.6%
104 T AT&T INC Communication Services 2,955.0 $86K 0.02% +160.0 +5.7% $28.99 -13.8%
105 TLN TALEN ENERGY CORP Utilities 258.0 $82K 0.02% +249.0 +2766.7% $319.23 -1.5%
106 CSCO CISCO SYS INC Technology 1,046.0 $81K 0.02% +31.0 +3.0% $77.59 +48.7%
107 COOPER COS INC 1,115.0 $80K 0.02% +283.0 +34.0% $71.50
108 RKLB ROCKET LAB CORP Industrials 1,231.0 $79K 0.02% +106.0 +9.4% $64.22 +98.2%
109 COPY RBB FUND TRUST 5,320.0 $73K 0.02% +1K +29.7% $13.72 +7.4%
110 MPC MARATHON PETE CORP Energy 298.0 $73K 0.02% +68.0 +29.6% $244.18 +7.7%
111 AVGV AMERICAN CENTY ETF TR 938.0 $73K 0.02% +212.0 +29.2% $77.54 +8.1%
112 ORCL ORACLE CORP Technology 481.0 $71K 0.02% +8.0 +1.7% $147.11 +23.3%
113 KEY KEYCORP Financial Services 3,464.0 $69K 0.02% +40.0 +1.2% $20.05 +4.3%
114 PM PHILIP MORRIS INTL INC Consumer Defensive 395.0 $65K 0.01% +207.0 +110.1% $165.50 +15.7%
115 GLW CORNING INC Technology 473.0 $64K 0.01% +29.0 +6.5% $135.97 +29.3%
116 EQT EQT CORP Energy 1,009.0 $64K 0.01% +315.0 +45.4% $63.64 -9.7%
117 AGX ARGAN INC Industrials 116.0 $63K 0.01% +111.0 +2220.0% $544.66 +15.8%
118 PKG PACKAGING CORP AMER Consumer Cyclical 291.0 $62K 0.01% +5.0 +1.8% $212.22 -4.3%
119 UNH UNITEDHEALTH GROUP INC Healthcare 228.0 $62K 0.01% +48.0 +26.7% $270.59 +43.8%
120 CVNA CARVANA CO Consumer Cyclical 194.0 $61K 0.01% +34.0 +21.2% $314.38 -79.8%
Page 6 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%