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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SKT TANGER INC Real Estate 14.0 $476.0 NEW $34.00 +4.9%
82 LPSN LIVEPERSON INC Technology 183.0 $467.0 NEW $2.55 -18.5%
83 LCID LUCID GROUP INC Consumer Cyclical 49.0 $467.0 NEW $9.53 -40.1%
84 SLGN SILGAN HLDGS INC Consumer Cyclical 12.0 $466.0 NEW $38.83 -3.1%
85 LPRO OPEN LENDING CORP Financial Services 371.0 $464.0 NEW $1.25 +45.5%
86 BBBY BED BATH & BEYOND INC Consumer Cyclical 100.0 $464.0 NEW $4.64 +0.2%
87 SOUN SOUNDHOUND AI INC Technology 67.0 $461.0 NEW $6.88 +22.7%
88 DDD 3D SYS CORP DEL Technology 242.0 $455.0 NEW $1.88 +45.7%
89 TTD THE TRADE DESK INC Technology 20.0 $454.0 NEW $22.70 -8.7%
90 AGNC AGNC INVT CORP Real Estate 44.0 $442.0 NEW $10.05 +2.0%
91 FNKO FUNKO INC Consumer Cyclical 140.0 $441.0 NEW $3.15 +45.6%
92 PD PAGERDUTY INC Technology 71.0 $441.0 NEW $6.21 +9.8%
93 SERV SERVE ROBOTICS INC Industrials 52.0 $439.0 NEW $8.44 -4.1%
94 ENVX ENOVIX CORPORATION Industrials 84.0 $436.0 NEW $5.19 +16.5%
95 OWL BLUE OWL CAPITAL INC Financial Services 47.0 $430.0 NEW $9.15 +5.4%
96 REXR REXFORD INDL RLTY INC Real Estate 13.0 $426.0 NEW $32.77 +8.7%
97 KULR TECHNOLOGY GROUP INC 179.0 $425.0 NEW $2.37
98 JOBY JOBY AVIATION INC Industrials 51.0 $422.0 NEW $8.27 +24.7%
99 QMCO QUANTUM CORP Technology 87.0 $414.0 NEW $4.76 +68.1%
100 PHIN PHINIA INC Consumer Cyclical 6.0 $411.0 NEW $68.50 +7.1%
Page 5 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%