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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 47 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SOUTHSTATE BK CORP 13.0 $1K NEW $94.15
922 PBF PBF ENERGY INC Energy 45.0 $1K NEW $27.13 +44.0%
923 NOV NOV INC Energy 78.0 $1K NEW $15.64 +33.4%
924 ES EVERSOURCE ENERGY Utilities 18.0 $1K NEW $67.33 +3.4%
925 CTRA COTERRA ENERGY INC Energy 46.0 $1K NEW $26.33 +23.7%
926 MUSA MURPHY USA INC Consumer Cyclical 3.0 $1K NEW $403.67 +34.9%
927 WWD WOODWARD INC Industrials 4.0 $1K NEW $302.50 +17.8%
928 HL HECLA MNG CO Basic Materials 63.0 $1K NEW $19.19 -9.9%
929 MMS MAXIMUS INC Industrials 14.0 $1K NEW $86.36 -28.9%
930 TTEK TETRA TECH INC NEW Industrials 36.0 $1K NEW $33.56 -18.3%
931 COLB COLUMBIA BKG SYS INC Financial Services 43.0 $1K NEW $27.95 +6.0%
932 AEE AMEREN CORP Utilities 12.0 $1K NEW $99.92 +9.9%
933 LECO LINCOLN ELEC HLDGS INC Industrials 5.0 $1K NEW $239.80 +8.5%
934 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 90.0 $1K NEW $13.29 -19.5%
935 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3.0 $1K NEW $397.67 -24.4%
936 BELFB BEL FUSE INC Technology 7.0 $1K NEW $169.71 +53.4%
937 NSA NATIONAL STORAGE AFFILIATES Real Estate 42.0 $1K NEW $28.21 +51.6%
938 GAP GAP INC Consumer Cyclical 46.0 $1K NEW $25.61 -9.5%
939 AWK AMERICAN WTR WKS CO INC NEW Utilities 9.0 $1K NEW $130.56 -5.1%
940 NI NISOURCE INC Utilities 28.0 $1K NEW $41.79 +14.2%
Page 47 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%