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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 9 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NEE NEXTERA ENERGY INC Utilities 292.0 $27K 0.01% +101.0 +52.9% $92.88 -3.0%
162 C CITIGROUP INC Financial Services 237.0 $27K 0.01% +20.0 +9.2% $113.41 +10.0%
163 LAMR LAMAR ADVERTISING CO Real Estate 212.0 $27K 0.01% +8.0 +3.9% $126.66 +18.0%
164 XLI SELECT SECTOR SPDR TR 163.0 $26K 0.01% +113.0 +226.0% $161.73 +5.6%
165 VUSB VANGUARD BD INDEX FDS 522.0 $26K 0.01% +80.0 +18.1% $49.79 -0.1%
166 BWXT BWX TECHNOLOGIES INC Industrials 126.0 $26K 0.01% +1.0 +0.8% $204.49 -0.9%
167 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6.0 $25K 0.01% +1.0 +20.0% $4210.33 -96.3%
168 NOC NORTHROP GRUMMAN CORP Industrials 37.0 $25K 0.01% +3.0 +8.8% $682.24 -18.5%
169 TXN TEXAS INSTRS INC Technology 130.0 $25K 0.01% +14.0 +12.1% $194.15 +55.7%
170 LHX L3HARRIS TECHNOLOGIES INC Industrials 73.0 $25K 0.01% +6.0 +9.0% $345.15 -10.7%
171 WSO WATSCO INC Industrials 68.0 $25K 0.01% +3.0 +4.6% $363.79 +6.3%
172 MDT MEDTRONIC PLC Healthcare 284.0 $25K 0.01% +23.0 +8.8% $86.65 -9.3%
173 EMN EASTMAN CHEM CO Basic Materials 313.0 $24K 0.01% +13.0 +4.3% $76.32 -7.1%
174 CBRE CBRE GROUP INC Real Estate 175.0 $24K 0.01% +148.0 +548.1% $135.46 -3.2%
175 MRVL MARVELL TECHNOLOGY INC Technology 234.0 $23K 0.01% +3.0 +1.3% $98.93 +78.2%
176 BLK BLACKROCK INC Financial Services 23.0 $22K 0.01% +18.0 +360.0% $961.74 +9.3%
177 PANW PALO ALTO NETWORKS INC Technology 135.0 $22K 0.01% +13.0 +10.7% $160.33 +49.8%
178 WDC WESTERN DIGITAL CORP Technology 80.0 $22K 0.01% +8.0 +11.1% $270.50 +68.5%
179 SANDISK CORP 34.0 $22K 0.01% +3.0 +9.7% $635.35
180 TFC TRUIST FINL CORP Financial Services 461.0 $21K 0.01% +24.0 +5.5% $45.97 +2.3%
Page 9 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%