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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 56 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 MKC MCCORMICK & CO INC Consumer Defensive 11.0 $750.0 NEW $68.18 -31.1%
1102 OUTFRONT MEDIA INC 31.0 $748.0 NEW $24.13
1103 MIDD MIDDLEBY CORP Industrials 5.0 $744.0 NEW $148.80 -2.4%
1104 CHRD CHORD ENERGY CORPORATION Energy 8.0 $742.0 NEW $92.75 +54.0%
1105 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 12.0 $741.0 NEW $61.75 -21.9%
1106 ENS ENERSYS Industrials 5.0 $734.0 NEW $146.80 +62.7%
1107 ATR APTARGROUP INC Healthcare 6.0 $732.0 NEW $122.00 -5.3%
1108 MOOG INC 3.0 $731.0 NEW $243.67
1109 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3.0 $729.0 NEW $243.00 +0.2%
1110 BEPC BROOKFIELD RENEWABLE CORP Utilities 19.0 $729.0 NEW $38.37 -2.0%
1111 APOS APOLLO GLOBAL MGMT INC Financial Services 5.0 $724.0 NEW $144.80 -81.9%
1112 SD SANDRIDGE ENERGY INC Energy 50.0 $722.0 NEW $14.44 +7.5%
1113 BLDR BUILDERS FIRSTSOURCE INC Industrials 7.0 $721.0 NEW $103.00 -28.3%
1114 OII OCEANEERING INTL INC Energy 30.0 $721.0 NEW $24.03 +60.1%
1115 EZPW EZCORP INC Financial Services 37.0 $719.0 NEW $19.43 +72.1%
1116 LSTR LANDSTAR SYS INC Industrials 5.0 $719.0 NEW $143.80 +32.9%
1117 THO THOR INDS INC Consumer Cyclical 7.0 $719.0 NEW $102.71 -27.2%
1118 CALM CAL MAINE FOODS INC Consumer Defensive 9.0 $717.0 NEW $79.67 -3.4%
1119 BHF BRIGHTHOUSE FINL INC Financial Services 11.0 $713.0 NEW $64.82 -3.3%
1120 EXACT SCIENCES CORP 7.0 $711.0 NEW $101.57
Page 56 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%