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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 10 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ESTC ELASTIC N V Technology 10.0 $571.0 NEW $57.10 +45.8%
182 PLAY DAVE & BUSTERS ENTMT INC Communication Services 50.0 $570.0 NEW $11.40 -8.6%
183 HMN HORACE MANN EDUCATORS CORP N Financial Services 11.0 $569.0 NEW $51.73 -1.0%
184 IRT INDEPENDENCE RLTY TR INC Real Estate 34.0 $568.0 NEW $16.71 +1.0%
185 ASPI ASP ISOTOPES INC Basic Materials 91.0 $567.0 NEW $6.23 -37.6%
186 PRVA PRIVIA HEALTH GROUP INC Healthcare 22.0 $567.0 NEW $25.77 -18.4%
187 NABL N-ABLE INC Technology 154.0 $566.0 NEW $3.68 -2.0%
188 CRD-B CRAWFORD & CO 50.0 $564.0 NEW $11.28 +7.4%
189 CNR CORE NATURAL RESOURCES INC Energy 7.0 $561.0 NEW $80.14 +20.0%
190 ITGR INTEGER HLDGS CORP Healthcare 6.0 $561.0 NEW $93.50 +33.8%
191 CINGULATE INC 102.0 $558.0 NEW $5.47
192 ABUS ARBUTUS BIOPHARMA CORP Healthcare 116.0 $557.0 NEW $4.80 +8.3%
193 IAC PEOPLE INC Technology 12.0 $554.0 NEW $46.17 -18.5%
194 MDLN MEDLINE INC Healthcare 14.0 $553.0 NEW $39.50 -12.2%
195 CVI CVR ENERGY INC Energy 20.0 $551.0 NEW $27.55 +38.0%
196 KRMN KARMAN HLDGS INC Industrials 11.0 $550.0 NEW $50.00 +2.7%
197 DOMO DOMO INC Technology 175.0 $548.0 NEW $3.13 +20.1%
198 CORE LABORATORIES INC 47.0 $548.0 NEW $11.66
199 DGICA DONEGAL GROUP INC Financial Services 29.0 $547.0 NEW $18.86 +0.6%
200 ARTNA ARTESIAN RES CORP Utilities 16.0 $544.0 NEW $34.00 +5.6%
Page 10 of 15  ·  292 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%