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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 76 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 MTCH MATCH GROUP INC NEW Communication Services 7.0 $227.0 NEW $32.43 +10.4%
1502 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 3.0 $227.0 NEW $75.67 +4.6%
1503 FFBC FIRST FINL BANCORP OH Financial Services 9.0 $226.0 NEW $25.11 +22.4%
1504 CVBF CVB FINL CORP Financial Services 12.0 $224.0 NEW $18.67 +9.0%
1505 FBK FB FINL CORP Financial Services 4.0 $224.0 NEW $56.00 -5.9%
1506 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3.0 $223.0 NEW $74.33 +16.5%
1507 DAVE INC 1.0 $222.0 NEW $222.00
1508 ETSY INC 4.0 $222.0 NEW $55.50
1509 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2.0 $220.0 NEW $110.00 -25.6%
1510 ADMA ADMA BIOLOGICS INC Healthcare 12.0 $219.0 NEW $18.25 -54.8%
1511 MYRG MYR GROUP INC DEL Industrials 1.0 $219.0 NEW $219.00 +104.1%
1512 AWR AMER STATES WTR CO Utilities 3.0 $218.0 NEW $72.67 +5.5%
1513 NWBI NORTHWEST BANCSHARES INC MD Financial Services 18.0 $216.0 NEW $12.00 +16.4%
1514 TDC TERADATA CORP DEL Technology 7.0 $214.0 NEW $30.57 +9.4%
1515 BANF BANCFIRST CORP Financial Services 2.0 $213.0 NEW $106.50 +4.5%
1516 STC STEWART INFORMATION SVCS COR Financial Services 3.0 $211.0 NEW $70.33 -3.8%
1517 UEC URANIUM ENERGY CORP Energy 18.0 $211.0 NEW $11.72 +11.1%
1518 MGRC MCGRATH RENTCORP Industrials 2.0 $210.0 NEW $105.00 +4.8%
1519 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 2.0 $207.0 NEW $103.50 +20.9%
1520 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 27.0 $207.0 NEW $7.67 +23.1%
Page 76 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%