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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 11 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 JELD JELD-WEN HLDG INC Industrials 362.0 $543.0 NEW $1.50 +66.0%
202 IBCP INDEPENDENT BK CORP MICH Financial Services 15.0 $542.0 NEW $36.13 +2.3%
203 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 13.0 $540.0 NEW $41.54 -30.4%
204 BSVN BANK7 CORP Financial Services 11.0 $539.0 NEW $49.00 +6.4%
205 GO GROCERY OUTLET HLDG CORP Consumer Defensive 54.0 $539.0 NEW $9.98 +20.6%
206 CHARGEPOINT HOLDINGS INC 91.0 $538.0 NEW $5.91
207 NFE NEW FORTRESS ENERGY INC Utilities 1,472.0 $535.0 NEW $0.36 -24.2%
208 IMKTA INGLES MKTS INC Consumer Defensive 6.0 $532.0 NEW $88.67 -3.6%
209 MD PEDIATRIX MEDICAL GROUP INC Healthcare 21.0 $532.0 NEW $25.33 +5.0%
210 AMBQ AMBIQ MICRO INC Technology 6.0 $530.0 NEW $88.33 -35.8%
211 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 187.0 $530.0 NEW $2.83 -15.3%
212 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 286.0 $530.0 NEW $1.85 +16.0%
213 QTWO Q2 HLDGS INC Technology 11.0 $530.0 NEW $48.18 +33.2%
214 CODA CODA OCTOPUS GROUP INC Industrials 54.0 $528.0 NEW $9.78 +2.3%
215 CGTX COGNITION THERAPEUTICS INC Healthcare 459.0 $528.0 NEW $1.15 -14.4%
216 SMHI SEACOR MARINE HLDGS INC Industrials 69.0 $528.0 NEW $7.65 +27.4%
217 TBPH THERAVANCE BIOPHARMA INC Healthcare 31.0 $527.0 NEW $17.00 +0.1%
218 RGCO RGC RES INC Utilities 22.0 $526.0 NEW $23.91 -7.4%
219 RDW REDWIRE CORPORATION Industrials 43.0 $526.0 NEW $12.23 -7.0%
220 CRSR CORSAIR GAMING INC Technology 54.0 $523.0 NEW $9.69 +12.6%
Page 11 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%