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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 8 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRTX VERTEX PHARMACEUTICALS INC Healthcare 86.0 $38K 0.01% +83.0 +2766.7% $446.55 -2.7%
142 KLAC KLA CORP Technology 25.0 $37K 0.01% +2.0 +8.7% $1472.44 +18.2%
143 OXY OCCIDENTAL PETE CORP Energy 566.0 $37K 0.01% +304.0 +116.0% $65.00 -6.6%
144 ADI ANALOG DEVICES INC Technology 115.0 $37K 0.01% +5.0 +4.5% $318.15 +25.1%
145 COP CONOCOPHILLIPS Energy 276.0 $36K 0.01% +172.0 +165.4% $132.00 -5.7%
146 PFE PFIZER INC Healthcare 1,266.0 $36K 0.01% +97.0 +8.3% $28.08 -8.6%
147 UPS UNITED PARCEL SVCS INC Industrials 351.0 $35K 0.01% +321.0 +1070.0% $98.38 -1.6%
148 GD GENERAL DYNAMICS CORP Industrials 99.0 $34K 0.01% +2.0 +2.1% $343.22 -0.9%
149 URI UNITED RENTALS INC Industrials 44.0 $32K 0.01% +2.0 +4.8% $729.41 +27.2%
150 INTU INTUIT Technology 74.0 $32K 0.01% +1.0 +1.4% $432.39 -7.6%
151 WM WASTE MGMT INC DEL Industrials 139.0 $32K 0.01% +13.0 +10.3% $229.79 -3.2%
152 PWR QUANTA SVCS INC Industrials 56.0 $31K 0.01% +3.0 +5.7% $549.04 +30.1%
153 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 100.0 $29K 0.01% +62.0 +163.2% $292.75 +37.4%
154 USB US BANCORP Financial Services 560.0 $29K 0.01% +22.0 +4.1% $52.01 +2.5%
155 ASML ASML HLDG NV Technology 22.0 $29K 0.01% +3.0 +15.8% $1320.86 +17.4%
156 CMI CUMMINS INC Industrials 53.0 $29K 0.01% +1.0 +1.9% $538.04 +22.6%
157 DLR DIGITAL RLTY TR INC Real Estate 158.0 $28K 0.01% +11.0 +7.5% $180.22 +3.4%
158 MCO MOODYS CORP Financial Services 64.0 $28K 0.01% +40.0 +166.7% $436.25 -0.4%
159 SYY SYSCO CORP Consumer Defensive 391.0 $28K 0.01% +26.0 +7.1% $71.33 +5.4%
160 XLV SELECT SECTOR SPDR TR 186.0 $27K 0.01% +107.0 +135.4% $146.61 +0.4%
Page 8 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%