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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 65 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 LOPE GRAND CANYON ED INC Consumer Defensive 3.0 $499.0 NEW $166.33 -5.7%
1282 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 4.0 $499.0 NEW $124.75 -8.6%
1283 IRM IRON MTN INC DEL Real Estate 6.0 $498.0 NEW $83.00 +53.4%
1284 NWSA NEWS CORP NEW Communication Services 19.0 $497.0 NEW $26.16 +0.4%
1285 PRIM PRIMORIS SVCS CORP Industrials 4.0 $497.0 NEW $124.25 -14.1%
1286 SUI SUN CMNTYS INC Real Estate 4.0 $496.0 NEW $124.00 -0.8%
1287 PSMT PRICESMART INC Consumer Defensive 4.0 $491.0 NEW $122.75 +35.2%
1288 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 10.0 $490.0 NEW $49.00 -2.3%
1289 TEAM ATLASSIAN CORPORATION Technology 3.0 $487.0 NEW $162.33 -46.9%
1290 LBRDK LIBERTY BROADBAND CORP Communication Services 10.0 $486.0 NEW $48.60 -28.3%
1291 UTL UNITIL CORP Utilities 10.0 $485.0 NEW $48.50 +5.8%
1292 AUR AURORA INNOVATION INC Technology 126.0 $484.0 NEW $3.84 +86.7%
1293 ALTG ALTA EQUIPMENT GROUP INC Industrials 105.0 $483.0 NEW $4.60 +9.6%
1294 CPA COPA HOLDINGS SA Industrials 4.0 $483.0 NEW $120.75 +13.5%
1295 AMH AMERICAN HOMES 4 RENT Real Estate 15.0 $482.0 NEW $32.13 -0.1%
1296 BRBR BELLRING BRANDS INC Consumer Defensive 18.0 $482.0 NEW $26.78 -66.2%
1297 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 32.0 $482.0 NEW $15.06 -33.3%
1298 EMB ISHARES TR 5.0 $482.0 NEW $96.40 -1.5%
1299 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 13.0 $481.0 NEW $37.00 -11.4%
1300 H HYATT HOTELS CORP Consumer Cyclical 3.0 $481.0 NEW $160.33 +9.5%
Page 65 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%