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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 13 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 APPS DIGITAL TURBINE INC Technology 39.0 $504.0 NEW $12.92 -16.9%
242 FET FORUM ENERGY TECHNOLOGIES IN Energy 10.0 $503.0 NEW $50.30 +51.2%
243 ANVS ANNOVIS BIO INC Healthcare 269.0 $501.0 NEW $1.86 -6.0%
244 OGN ORGANON & CO Healthcare 37.0 $501.0 NEW $13.54 +1.5%
245 ACDC PROFRAC HLDG CORP Energy 86.0 $500.0 NEW $5.81 -17.1%
246 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 16.0 $497.0 NEW $31.06 -9.5%
247 AVAV AEROVIRONMENT INC Industrials 3.0 $496.0 NEW $165.33 -10.4%
248 MPTI M-TRON INDS INC Technology 5.0 $496.0 NEW $99.20 -20.3%
249 SEM SELECT MED HLDGS CORP Healthcare 30.0 $496.0 NEW $16.53 -0.1%
250 ADEA ADEIA INC Technology 15.0 $494.0 NEW $32.93 -20.2%
251 IPI INTREPID POTASH INC Basic Materials 15.0 $492.0 NEW $32.80 +15.5%
252 AXSM AXSOME THERAPEUTICS INC. Healthcare 2.0 $490.0 NEW $245.00 -16.2%
253 HUMA HUMACYTE INC Healthcare 626.0 $489.0 NEW $0.78 -15.2%
254 TON STRATEGY CO 191.0 $488.0 NEW $2.56
255 SOLUNA HOLDINGS INC 357.0 $482.0 NEW $1.35
256 CBUS CIBUS INC Healthcare 350.0 $480.0 NEW $1.37 +26.1%
257 NSYS NORTECH SYS INC Technology 30.0 $475.0 NEW $15.83 -26.4%
258 BWMN BOWMAN CONSULTING GROUP LTD Industrials 16.0 $468.0 NEW $29.25 +45.4%
259 CNMD CONMED CORP Healthcare 14.0 $459.0 NEW $32.79 +57.1%
260 LSCC LATTICE SEMICONDUCTOR CORP Technology 3.0 $459.0 NEW $153.00 -25.4%
Page 13 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%