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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 7 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PNC PNC FINL SVCS GROUP INC Financial Services 288.0 $71K 0.01% +97.0 +50.8% $246.22 -0.9%
122 PKG PACKAGING CORP AMER Consumer Cyclical 295.0 $70K 0.01% +4.0 +1.4% $238.28 +4.1%
123 APH AMPHENOL CORP Technology 398.0 $70K 0.01% +20.0 +5.3% $176.32 -10.0%
124 SIVR ABRDN SILVER ETF TRUST Financial Services 1,241.0 $70K 0.01% +1K +520.5% $56.22 +15.9%
125 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 162.0 $62K 0.01% +156.0 +2600.0% $381.03 -30.1%
126 SEIC SEI INVTS CO Financial Services 697.0 $61K 0.01% +5.0 +0.7% $87.71 +26.5%
127 URI UNITED RENTALS INC Industrials 51.0 $58K 0.01% +7.0 +15.9% $1134.04 -5.5%
128 SSNC SS&C TECH HLDGS Technology 920.0 $57K 0.01% +52.0 +6.0% $62.06 +34.2%
129 BDX BECTON DICKINSON & CO Healthcare 356.0 $54K 0.01% +7.0 +2.0% $151.33 +24.5%
130 WFC WELLS FARGO & CO Financial Services 631.0 $52K 0.01% +64.0 +11.3% $82.64 +2.0%
131 ADI ANALOG DEVICES INC Technology 129.0 $51K 0.01% +14.0 +12.2% $397.17 -6.2%
132 PANW PALO ALTO NETWORKS INC Technology 147.0 $50K 0.01% +12.0 +8.9% $341.02 +0.9%
133 ADP AUTOMATIC DATA PROCESSING IN Industrials 218.0 $49K 0.01% +25.0 +12.9% $223.95 +26.2%
134 AZN ASTRAZENECA PLC Healthcare 251.0 $48K 0.01% +126.0 +100.8% $189.62 -10.5%
135 TXN TEXAS INSTRS INC Technology 158.0 $47K 0.01% +28.0 +21.5% $298.08 -13.1%
136 BLK BLACKROCK INC Financial Services 48.0 $46K 0.01% +25.0 +108.7% $961.56 +22.3%
137 DG DOLLAR GEN CORP Consumer Defensive 398.0 $46K 0.01% +129.0 +48.0% $115.11 +6.5%
138 IDXX IDEXX LABS INC Healthcare 87.0 $46K 0.01% +9.0 +11.5% $526.45 +5.0%
139 AEP AMERICAN ELEC PWR CO INC Utilities 315.0 $43K 0.01% +163.0 +107.2% $136.81 -10.7%
140 MRSH MARSH & MCLENNAN COS INC Financial Services 254.0 $42K 0.01% +26.0 +11.4% $166.67 +16.6%
Page 7 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%