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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RMAX RE/MAX HLDGS INC Real Estate 165.0 $951.0 NEW $5.76 +58.8%
42 BBEU J P MORGAN EXCHANGE TRADED F 13.0 $942.0 NEW $72.46 +5.3%
43 BROWN FORMAN CORP 35.0 $926.0 NEW $26.46
44 CBK COMMERCIAL BANCGROUP INC Financial Services 35.0 $911.0 NEW $26.03 +9.2%
45 STWD STARWOOD PPTY TR INC Real Estate 46.0 $793.0 NEW $17.24 -1.9%
46 SAIA SAIA INC Industrials 2.0 $703.0 NEW $351.50 +31.2%
47 KBR KBR INC Industrials 19.0 $701.0 NEW $36.89 -14.3%
48 CNS COHEN & STEERS INC Financial Services 11.0 $689.0 NEW $62.64 +14.7%
49 CDXS CODEXIS INC Healthcare 420.0 $685.0 NEW $1.63 +50.5%
50 AVBC AVIDIA BANCORP INC Financial Services 33.0 $650.0 NEW $19.70 -3.5%
51 VSNT VERSANT MEDIA GROUP INC Industrials 17.0 $630.0 NEW $37.06 +14.5%
52 SOLV ENERGY INC 20.0 $601.0 NEW $30.05
53 PCOR PROCORE TECHNOLOGIES INC Technology 10.0 $570.0 NEW $57.00 -18.9%
54 CDLX CARDLYTICS INC Communication Services 540.0 $567.0 NEW $1.05 -34.6%
55 APARTMENT INVT & MGMT CO 139.0 $566.0 NEW $4.07
56 HYNE HOYNE BANCORP INC Financial Services 39.0 $565.0 NEW $14.49 +8.3%
57 VRTS VIRTUS INVT PARTNERS INC Financial Services 4.0 $538.0 NEW $134.50 -0.9%
58 FB BANCORP INC 39.0 $536.0 NEW $13.74
59 BCC BOISE CASCADE CO DEL Basic Materials 7.0 $531.0 NEW $75.86 -13.6%
60 UNITED SEC BANCSHARES CALIF 50.0 $526.0 NEW $10.52
Page 3 of 7  ·  132 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 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%