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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 27 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 STGW STAGWELL INC Communication Services 1,000.0 $5K 0.00% NEW $4.89 +27.2%
522 TPR TAPESTRY INC Consumer Cyclical 38.0 $5K 0.00% NEW $127.79 +6.3%
523 GLPI GAMING & LEISURE PPTYS INC Real Estate 108.0 $5K 0.00% NEW $44.69 +6.3%
524 FITB FIFTH THIRD BANCORP Financial Services 103.0 $5K 0.00% NEW $46.82 +5.0%
525 STT STATE STR CORP Financial Services 37.0 $5K 0.00% NEW $129.03 +19.4%
526 ADSK AUTODESK INC Technology 16.0 $5K 0.00% NEW $296.06 -18.9%
527 HWM HOWMET AEROSPACE INC Industrials 23.0 $5K 0.00% NEW $205.04 +26.7%
528 LEIDOS HOLDINGS INC 26.0 $5K 0.00% NEW $180.42
529 RF REGIONS FINANCIAL CORP NEW Financial Services 173.0 $5K 0.00% NEW $27.10 +1.6%
530 UAL UNITED AIRLS HLDGS INC Industrials 41.0 $5K 0.00% NEW $111.83 -12.3%
531 STLD STEEL DYNAMICS INC Basic Materials 26.0 $4K 0.00% NEW $169.46 +34.7%
532 AXS AXIS CAP HLDGS LTD Financial Services 41.0 $4K 0.00% NEW $107.10 -6.0%
533 DVN DEVON ENERGY CORP NEW Energy 119.0 $4K 0.00% NEW $36.63 +28.6%
534 CBRE CBRE GROUP INC Real Estate 27.0 $4K 0.00% NEW $160.81 -18.5%
535 APA APA CORPORATION Energy 177.0 $4K 0.00% NEW $24.46 +56.7%
536 DAL DELTA AIR LINES INC DEL Industrials 62.0 $4K 0.00% NEW $69.40 +9.0%
537 HPQ HP INC Technology 193.0 $4K 0.00% NEW $22.28 -1.7%
538 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2.0 $4K 0.00% NEW $2146.50 -7.3%
539 LQD ISHARES TR 38.0 $4K 0.00% NEW $110.21 -1.9%
540 EWBC EAST WEST BANCORP INC Financial Services 37.0 $4K 0.00% NEW $112.41 +9.4%
Page 27 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%