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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PINE ALPINE INCOME PPTY TR INC Real Estate 29.0 $522.0 NEW $18.00 +7.0%
62 UMAC UNUSUAL MACHS INC Financial Services 42.0 $521.0 NEW $12.40 +8.5%
63 CPRX CATALYST PHARMACEUTICALS INC Healthcare 21.0 $520.0 NEW $24.76 +26.1%
64 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 17.0 $517.0 NEW $30.41 +2.8%
65 REPOSITRAK INC 68.0 $517.0 NEW $7.60
66 ESRT EMPIRE ST RLTY TR INC Real Estate 99.0 $515.0 NEW $5.20 +6.2%
67 MARA MARA HOLDINGS INC Financial Services 63.0 $515.0 NEW $8.17 +62.9%
68 LGIH LGI HOMES INC Consumer Cyclical 13.0 $514.0 NEW $39.54 +7.1%
69 REKR REKOR SYSTEMS INC Technology 621.0 $510.0 NEW $0.82 -12.4%
70 HCKT HACKETT GROUP INC Technology 39.0 $508.0 NEW $13.03 -25.5%
71 DMRC DIGIMARC CORP NEW Technology 103.0 $506.0 NEW $4.91 +97.9%
72 MDXG MIMEDX GROUP INC Healthcare 128.0 $506.0 NEW $3.95 -6.7%
73 NAVI NAVIENT CORPORATION Financial Services 61.0 $499.0 NEW $8.18 +2.5%
74 GDDY GODADDY INC Technology 6.0 $497.0 NEW $82.83 +10.0%
75 OUSTER INC 27.0 $496.0 NEW $18.37
76 MTH MERITAGE HOMES CORP Consumer Cyclical 8.0 $495.0 NEW $61.88 +1.7%
77 ATOM ATOMERA INC Technology 129.0 $492.0 NEW $3.81 +88.5%
78 TRNO TERRENO RLTY CORP Real Estate 8.0 $492.0 NEW $61.50 +6.7%
79 O REALTY INCOME CORP Real Estate 8.0 $490.0 NEW $61.25 +1.2%
80 RB GLOBAL INC 5.0 $480.0 NEW $96.00
Page 4 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%