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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 43 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 AES AES CORP Utilities 109.0 $2K NEW $14.35 +2.4%
842 WY WEYERHAEUSER CO MTN BE Real Estate 66.0 $2K NEW $23.70 -1.9%
843 LVS LAS VEGAS SANDS CORP Consumer Cyclical 24.0 $2K NEW $65.12 -24.1%
844 ROG ROGERS CORP Technology 17.0 $2K NEW $91.59 +45.2%
845 JBHT HUNT J B TRANS SVCS INC Industrials 8.0 $2K NEW $194.38 +33.4%
846 PRI PRIMERICA INC Financial Services 6.0 $2K NEW $258.50 +8.7%
847 RKT ROCKET COS INC Financial Services 80.0 $2K NEW $19.36 -29.6%
848 LEN LENNAR CORP Consumer Cyclical 15.0 $2K NEW $102.80 -13.6%
849 ALLY ALLY FINL INC Financial Services 34.0 $2K NEW $45.29 -5.6%
850 ERAS ERASCA INC Healthcare 413.0 $2K NEW $3.72 +212.0%
851 TDY TELEDYNE TECHNOLOGIES INC Technology 3.0 $2K NEW $511.00 +20.2%
852 ACM AECOM Industrials 16.0 $2K NEW $95.38 -26.4%
853 MTZ MASTEC INC Industrials 7.0 $2K NEW $217.43 +78.8%
854 WAT WATERS CORP Healthcare 4.0 $2K NEW $380.00 -10.2%
855 MOS MOSAIC CO NEW Basic Materials 63.0 $2K NEW $24.10 -8.9%
856 RRC RANGE RES CORP Energy 43.0 $2K NEW $35.28 +19.3%
857 CCI CROWN CASTLE INC Real Estate 17.0 $2K NEW $88.88 +3.6%
858 LXRX LEXICON PHARMACEUTICALS INC Healthcare 1,313.0 $2K NEW $1.15 +93.9%
859 LH LABCORP HOLDINGS INC Healthcare 6.0 $2K NEW $251.00 +1.9%
860 SF STIFEL FINL CORP Financial Services 12.0 $2K NEW $125.25 -41.7%
Page 43 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%