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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 8 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 USB US BANCORP Financial Services 684.0 $41K 0.01% +124.0 +22.1% $60.40 +3.3%
142 UPS UNITED PARCEL SVCS INC Industrials 381.0 $41K 0.01% +30.0 +8.6% $107.50 -4.4%
143 C CITIGROUP INC Financial Services 290.0 $41K 0.01% +53.0 +22.4% $139.96 -5.9%
144 DLR DIGITAL RLTY TR INC Real Estate 215.0 $39K 0.01% +57.0 +36.1% $179.58 +5.0%
145 MS MORGAN STANLEY Financial Services 173.0 $36K 0.01% +65.0 +60.2% $209.04 +2.4%
146 CVS CVS HEALTH CORP Healthcare 349.0 $36K 0.01% +164.0 +88.7% $103.45 -9.0%
147 ACN ACCENTURE PLC IRELAND Technology 275.0 $34K 0.01% +36.0 +15.1% $124.44 +49.9%
148 LAMR LAMAR ADVERTISING CO Real Estate 215.0 $34K 0.01% +3.0 +1.4% $155.98 -2.1%
149 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 122.0 $33K 0.01% +15.0 +14.0% $271.95 -18.1%
150 OMC OMNICOM GROUP INC Communication Services 455.0 $33K 0.01% +32.0 +7.6% $72.83 +22.1%
151 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 302.0 $33K 0.01% +17.0 +6.0% $107.78 +3.8%
152 DUK DUKE ENERGY CORP NEW Utilities 256.0 $32K 0.01% +213.0 +495.4% $126.58 -3.6%
153 PFE PFIZER INC Healthcare 1,331.0 $32K 0.01% +65.0 +5.1% $24.08 +16.2%
154 WM WASTE MGMT INC DEL Industrials 142.0 $32K 0.01% +3.0 +2.2% $222.88 +1.6%
155 ROL ROLLINS INC Consumer Cyclical 745.0 $31K 0.01% +517.0 +226.8% $41.73 -10.7%
156 PSA PUBLIC STORAGE Real Estate 96.0 $31K 0.01% +53.0 +123.3% $318.31 +2.1%
157 AMP AMERIPRISE FINL INC Financial Services 66.0 $30K 0.01% +7.0 +11.9% $458.77 +22.3%
158 BKNG BOOKING HOLDINGS INC Consumer Cyclical 166.0 $30K 0.01% +160.0 +2666.7% $178.24 +19.7%
159 WSO WATSCO INC Industrials 70.0 $29K 0.01% +2.0 +2.9% $416.74 -25.4%
160 KNTK KINETIK HOLDINGS INC Energy 603.0 $29K 0.01% +3.0 +0.5% $48.34 +13.2%
Page 8 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%