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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 30 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ORI OLD REP INTL CORP Financial Services 74.0 $3K 0.00% NEW $45.65 -13.1%
582 TLN TALEN ENERGY CORP Utilities 9.0 $3K 0.00% NEW $374.89 -8.1%
583 RNR RENAISSANCERE HLDGS LTD Financial Services 12.0 $3K 0.00% NEW $281.17 +7.8%
584 JLL JONES LANG LASALLE INC Real Estate 10.0 $3K 0.00% NEW $336.50 -12.9%
585 KDP KEURIG DR PEPPER INC Consumer Defensive 120.0 $3K 0.00% NEW $28.02 +2.7%
586 RGTI RIGETTI COMPUTING INC Technology 150.0 $3K 0.00% NEW $22.15 -23.8%
587 DHI D R HORTON INC Consumer Cyclical 23.0 $3K 0.00% NEW $144.04 +0.1%
588 IVZ INVESCO LTD Financial Services 125.0 $3K 0.00% NEW $26.27 +2.7%
589 MCK MCKESSON CORP Healthcare 4.0 $3K 0.00% NEW $820.50 -6.6%
590 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 70.0 $3K 0.00% NEW $46.69 -8.4%
591 JCI JOHNSON CTLS INTL PLC Industrials 27.0 $3K 0.00% NEW $119.78 +13.1%
592 AON AON PLC Financial Services 9.0 $3K 0.00% NEW $352.89 -8.1%
593 NSC NORFOLK SOUTHN CORP Industrials 11.0 $3K 0.00% NEW $288.73 +7.9%
594 NICE NICE LTD Technology 28.0 $3K 0.00% NEW $113.07 -15.7%
595 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11.0 $3K 0.00% NEW $287.27 +12.4%
596 RXRX RECURSION PHARMACEUTICALS IN Healthcare 772.0 $3K 0.00% NEW $4.09 -27.6%
597 DOV DOVER CORP Industrials 16.0 $3K 0.00% NEW $195.25 +6.4%
598 POR PORTLAND GEN ELEC CO Utilities 65.0 $3K 0.00% NEW $48.00 +3.6%
599 TT TRANE TECHNOLOGIES PLC Industrials 8.0 $3K 0.00% NEW $389.25 +16.0%
600 ROK ROCKWELL AUTOMATION INC Industrials 8.0 $3K 0.00% NEW $389.12 +12.1%
Page 30 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%