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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $418M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1690 New
Page 24 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PBYI PUMA BIOTECHNOLOGY INC Healthcare 1,450.0 $9K 0.00% NEW $5.95 +18.5%
462 COIN COINBASE GLOBAL INC Financial Services 38.0 $9K 0.00% NEW $226.16 -14.4%
463 TRP TC ENERGY CORP Energy 156.0 $9K 0.00% NEW $55.01 +27.4%
464 HPE HEWLETT PACKARD ENTERPRISE C Technology 352.0 $8K 0.00% NEW $24.02 +41.4%
465 WDAY WORKDAY INC Technology 39.0 $8K 0.00% NEW $214.79 -41.1%
466 CPER UNITED STS COMMODITY INDEX F Financial Services 238.0 $8K 0.00% NEW $34.96 +10.3%
467 NEM NEWMONT CORP Basic Materials 83.0 $8K 0.00% NEW $99.86 +8.5%
468 BAX BAXTER INTL INC Healthcare 433.0 $8K 0.00% NEW $19.11 -0.4%
469 CLX CLOROX CO DEL Consumer Defensive 82.0 $8K 0.00% NEW $100.84 -5.6%
470 SHAK SHAKE SHACK INC Consumer Cyclical 101.0 $8K 0.00% NEW $81.18 -21.8%
471 XYL XYLEM INC Industrials 60.0 $8K 0.00% NEW $136.18 -20.5%
472 IDU ISHARES TR 74.0 $8K 0.00% NEW $108.36 +4.8%
473 COF CAPITAL ONE FINL CORP Financial Services 33.0 $8K 0.00% NEW $242.36 -23.0%
474 GLD SPDR GOLD TR Financial Services 20.0 $8K 0.00% NEW $396.35 +5.2%
475 FJAN FIRST TR EXCHNG TRADED FD VI 150.0 $8K 0.00% NEW $51.75 +5.6%
476 XLI SELECT SECTOR SPDR TR 50.0 $8K 0.00% NEW $155.12 +9.9%
477 ADT ADT INC DEL Industrials 959.0 $8K 0.00% NEW $8.07 -13.3%
478 SEMR SEMRUSH HLDGS INC Technology 650.0 $8K 0.00% NEW $11.89 +0.9%
479 BLV VANGUARD BD INDEX FDS 111.0 $8K 0.00% NEW $69.52 -2.8%
480 TMO THERMO FISHER SCIENTIFIC INC Healthcare 13.0 $8K 0.00% NEW $579.46 -22.0%
Page 24 of 85  ·  1,690 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 34.8%
Financial Services 22.1%
Industrials 12.5%
Healthcare 10.6%
Consumer Cyclical 6.0%
Communication Services 4.9%
Real Estate 2.8%
Consumer Defensive 2.6%
Energy 2.3%
Utilities 0.9%