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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 51 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 PVAL PUTNAM ETF TRUST 22.0 $1K NEW $45.59 +9.9%
1002 ZION ZIONS BANCORPORATION N A Financial Services 17.0 $996.0 NEW $58.59 +5.3%
1003 INGR INGREDION INC Consumer Defensive 9.0 $993.0 NEW $110.33 -7.4%
1004 LRMR LARIMAR THERAPEUTICS INC Healthcare 260.0 $991.0 NEW $3.81 -6.3%
1005 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 13.0 $987.0 NEW $75.92 -28.0%
1006 PINS PINTEREST INC Communication Services 38.0 $984.0 NEW $25.89 -27.4%
1007 TXG 10X GENOMICS INC Healthcare 60.0 $979.0 NEW $16.32 +47.0%
1008 TFX TELEFLEX INCORPORATED Healthcare 8.0 $977.0 NEW $122.12 +10.7%
1009 FOX FOX CORP Communication Services 15.0 $974.0 NEW $64.93 -11.2%
1010 REV GROUP INC 16.0 $973.0 NEW $60.81
1011 VRSN VERISIGN INC Technology 4.0 $972.0 NEW $243.00 +24.7%
1012 ARES ARES MANAGEMENT CORPORATION Financial Services 6.0 $970.0 NEW $161.67 -23.3%
1013 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 16.0 $970.0 NEW $60.62 +4.0%
1014 NDSN NORDSON CORP Industrials 4.0 $962.0 NEW $240.50 +19.2%
1015 AGEN AGENUS INC Healthcare 305.0 $958.0 NEW $3.14 +0.6%
1016 CDW CDW CORP Technology 7.0 $954.0 NEW $136.29 -21.6%
1017 ALV AUTOLIV INC Consumer Cyclical 8.0 $950.0 NEW $118.75 +1.3%
1018 TRU TRANSUNION Industrials 11.0 $944.0 NEW $85.82 -19.7%
1019 FIVE FIVE BELOW INC Consumer Cyclical 5.0 $942.0 NEW $188.40 +16.7%
1020 DECK DECKERS OUTDOOR CORP Consumer Cyclical 9.0 $934.0 NEW $103.78 -1.1%
Page 51 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%