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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $505M AUM 1,934 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 292 New 1015 Added 257 Reduced 88 Exited
Page 6 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMSF AMERISAFE INC Financial Services 33.0 $1K NEW $33.85 -21.9%
102 INTA INTAPP INC Technology 44.0 $1K NEW $25.23 +62.2%
103 CEREBRAS SYSTEMS INC 5.0 $1K NEW $221.00
104 ASAN ASANA INC Technology 153.0 $1K NEW $7.00 +39.4%
105 TENB TENABLE HLDGS INC Technology 29.0 $1K NEW $36.90 -8.0%
106 COHU COHU INC Technology 14.0 $1K NEW $73.93 -30.6%
107 URG UR-ENERGY INC Energy 759.0 $1K NEW $1.36 +5.1%
108 VUZI VUZIX CORP Technology 349.0 $1K NEW $2.90 -4.2%
109 INVA INNOVIVA INC Healthcare 44.0 $1K NEW $22.73 -7.5%
110 WULF TERAWULF INC Financial Services 39.0 $964.0 NEW $24.72 -37.4%
111 HLX HELIX ENERGY SOLUTIONS GRP I Energy 110.0 $962.0 NEW $8.75 +14.0%
112 ERIE ERIE INDTY CO Financial Services 4.0 $959.0 NEW $239.75 +12.1%
113 UAMY UNITED STATES ANTIMONY CORP Basic Materials 130.0 $944.0 NEW $7.26 -29.8%
114 KRC KILROY REALTY CORP Real Estate 25.0 $937.0 NEW $37.48 -1.6%
115 QBTS D-WAVE QUANTUM INC Technology 39.0 $936.0 NEW $24.00 -22.2%
116 DUOT DUOS TECHNOLOGIES GROUP INC Technology 78.0 $936.0 NEW $12.00 -14.4%
117 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 179.0 $933.0 NEW $5.21 -39.6%
118 FG F&G ANNUITIES & LIFE INC Financial Services 35.0 $931.0 NEW $26.60 -13.1%
119 TYL TYLER TECHNOLOGIES INC Technology 3.0 $878.0 NEW $292.67 +21.6%
120 SNAP SNAP INC Communication Services 197.0 $875.0 NEW $4.44 +24.5%
Page 6 of 15  ·  292 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 34.7%
Financial Services 21.0%
Industrials 12.3%
Healthcare 9.4%
Consumer Cyclical 7.8%
Communication Services 3.6%
Energy 3.2%
Real Estate 2.8%
Consumer Defensive 2.4%
Utilities 2.1%