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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 66 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ACIW ACI WORLDWIDE INC Technology 10.0 $479.0 NEW $47.90 -11.2%
1302 EPC EDGEWELL PERS CARE CO Consumer Defensive 28.0 $478.0 NEW $17.07 +1.8%
1303 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5.0 $477.0 NEW $95.40 +16.9%
1304 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 11.0 $477.0 NEW $43.36 +61.6%
1305 CLSK CLEANSPARK INC Technology 47.0 $476.0 NEW $10.13 +55.6%
1306 DAN DANA INC Consumer Cyclical 20.0 $476.0 NEW $23.80 +42.3%
1307 NANR SPDR INDEX SHS FDS 7.0 $475.0 NEW $67.86 +21.3%
1308 WEN WENDYS CO Consumer Cyclical 57.0 $475.0 NEW $8.33 -7.0%
1309 GXO GXO LOGISTICS INCORPORATED Industrials 9.0 $474.0 NEW $52.67 -11.3%
1310 INVH INVITATION HOMES INC Real Estate 17.0 $473.0 NEW $27.82 +4.3%
1311 BRX BRIXMOR PPTY GROUP INC Real Estate 18.0 $472.0 NEW $26.22 +17.7%
1312 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3.0 $471.0 NEW $157.00 +32.3%
1313 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 5.0 $470.0 NEW $94.00 +21.4%
1314 CRWD CROWDSTRIKE HLDGS INC Technology 1.0 $469.0 NEW $469.00 +38.2%
1315 BCO BRINKS CO Industrials 4.0 $467.0 NEW $116.75 -10.2%
1316 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2.0 $466.0 NEW $233.00 -20.4%
1317 INTERNATIONAL BANCSHARES COR 7.0 $466.0 NEW $66.57
1318 GVA GRANITE CONSTR INC Industrials 4.0 $462.0 NEW $115.50 +10.5%
1319 RMBS RAMBUS INC DEL Technology 5.0 $460.0 NEW $92.00 +45.2%
1320 NTRA NATERA INC Healthcare 2.0 $459.0 NEW $229.50 -11.2%
Page 66 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%