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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 36 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BSX BOSTON SCIENTIFIC CORP Healthcare 24.0 $2K 0.00% NEW $95.38 -40.1%
702 NUE NUCOR CORP Basic Materials 14.0 $2K 0.00% NEW $163.14 +38.8%
703 ON ON SEMICONDUCTOR CORP Technology 42.0 $2K 0.00% NEW $54.17 +102.4%
704 CUBE CUBESMART Real Estate 63.0 $2K 0.00% NEW $36.06 +11.2%
705 LNC LINCOLN NATL CORP IND Financial Services 51.0 $2K 0.00% NEW $44.55 -19.2%
706 WAL WESTERN ALLIANCE BANCORP Financial Services 27.0 $2K 0.00% NEW $84.07 -8.4%
707 EXPE EXPEDIA GROUP INC Consumer Cyclical 8.0 $2K 0.00% NEW $283.38 -23.0%
708 CBOE CBOE GLOBAL MKTS INC Financial Services 9.0 $2K 0.00% NEW $251.00 +40.2%
709 PPG PPG INDS INC Basic Materials 22.0 $2K 0.00% NEW $102.50 +1.8%
710 CHRW C H ROBINSON WORLDWIDE INC Industrials 14.0 $2K 0.00% NEW $160.79 +10.8%
711 RRX REGAL REXNORD CORPORATION Industrials 16.0 $2K 0.00% NEW $140.38 +39.0%
712 ILMN ILLUMINA INC Healthcare 17.0 $2K 0.00% NEW $131.18 +10.4%
713 DLTR DOLLAR TREE INC Consumer Defensive 18.0 $2K 0.00% NEW $123.06 -22.2%
714 BEP BROOKFIELD RENEWABLE PARTNER Utilities 82.0 $2K 0.00% NEW $26.98 +31.0%
715 SRE SEMPRA Utilities 25.0 $2K 0.00% NEW $88.32 +3.6%
716 OKE ONEOK INC NEW Energy 30.0 $2K 0.00% NEW $73.50 +26.0%
717 ST SENSATA TECHNOLOGIES HLDG PL Technology 66.0 $2K 0.00% NEW $33.30 +43.4%
718 ESPR ESPERION THERAPEUTICS INC NE Healthcare 593.0 $2K 0.00% NEW $3.70 -15.4%
719 PCAR PACCAR INC Industrials 20.0 $2K 0.00% NEW $109.55 -0.2%
720 UHS UNIVERSAL HLTH SVCS INC Healthcare 10.0 $2K 0.00% NEW $218.10 -24.7%
Page 36 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%