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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 12 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CTS CTS CORP Technology 8.0 $522.0 NEW $65.25 -14.0%
222 LZ LEGALZOOM COM INC Industrials 85.0 $522.0 NEW $6.14 -2.3%
223 INGRAM MICRO HLDG CORP 19.0 $522.0 NEW $27.47
224 AMERICAN COASTAL INS CORP 47.0 $522.0 NEW $11.11
225 FSBW FS BANCORP INC Financial Services 12.0 $521.0 NEW $43.42 -1.1%
226 EXPI AGNT INC Real Estate 96.0 $520.0 NEW $5.42 -1.8%
227 FTCI FTC SOLAR INC Energy 102.0 $519.0 NEW $5.09 -58.1%
228 MVST MICROVAST HOLDINGS INC Industrials 442.0 $518.0 NEW $1.17 -33.8%
229 CXM SPRINKLR INC Technology 100.0 $516.0 NEW $5.16 +44.0%
230 CMTL COMTECH TELECOMMUNICATIONS C Technology 245.0 $515.0 NEW $2.10 -15.8%
231 FSLY FASTLY INC Technology 28.0 $515.0 NEW $18.39 +24.7%
232 SPSC SPS COMM INC Technology 9.0 $515.0 NEW $57.22 +42.2%
233 RELL RICHARDSON ELECTRS LTD Technology 27.0 $514.0 NEW $19.04 -11.7%
234 LTRN LANTERN PHARMA INC Healthcare 123.0 $513.0 NEW $4.17 -49.4%
235 RYN RAYONIER INC Real Estate 24.0 $511.0 NEW $21.29 -0.3%
236 ACHR ARCHER AVIATION INC Industrials 107.0 $507.0 NEW $4.74 +28.1%
237 SANA SANA BIOTECHNOLOGY INC Healthcare 145.0 $507.0 NEW $3.50 +8.1%
238 BL BLACKLINE INC Technology 18.0 $506.0 NEW $28.11 +13.8%
239 PTEN PATTERSON-UTI ENERGY INC Energy 55.0 $505.0 NEW $9.18 +29.2%
240 VTS VITESSE ENERGY INC Energy 32.0 $505.0 NEW $15.78 +8.0%
Page 12 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%