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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 77 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 WOR WORTHINGTON ENTERPRISES INC Industrials 4.0 $207.0 NEW $51.75 +6.6%
1522 ALRM ALARM COM HLDGS INC Technology 4.0 $205.0 NEW $51.25 -14.5%
1523 HOG HARLEY DAVIDSON INC Consumer Cyclical 10.0 $205.0 NEW $20.50 +15.8%
1524 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 2.0 $203.0 NEW $101.50 -33.3%
1525 OSCR OSCAR HEALTH INC Healthcare 14.0 $202.0 NEW $14.43 +56.9%
1526 PVH PVH CORPORATION Consumer Cyclical 3.0 $202.0 NEW $67.33 +32.1%
1527 AMR ALPHA METALLURGICAL RESOUR I Energy 1.0 $200.0 NEW $200.00 -12.3%
1528 WSBC WESBANCO INC Financial Services 6.0 $200.0 NEW $33.33 +3.7%
1529 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 4.0 $199.0 NEW $49.75 -3.1%
1530 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5.0 $197.0 NEW $39.40 +47.1%
1531 WDFC WD 40 CO Basic Materials 1.0 $197.0 NEW $197.00 +5.2%
1532 AVA AVISTA CORP Utilities 5.0 $193.0 NEW $38.60 +7.4%
1533 DLB DOLBY LABORATORIES INC Technology 3.0 $193.0 NEW $64.33 -15.0%
1534 LGND LIGAND PHARMACEUTICALS INC Healthcare 1.0 $190.0 NEW $190.00 +20.7%
1535 CXT CRANE NXT CO Industrials 4.0 $189.0 NEW $47.25 -13.0%
1536 BANR BANNER CORP Financial Services 3.0 $188.0 NEW $62.67 +3.2%
1537 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 3.0 $188.0 NEW $62.67 +5.8%
1538 ITRI ITRON INC Technology 2.0 $186.0 NEW $93.00 -10.7%
1539 GTM ZOOMINFO TECHNOLOGIES INC Technology 18.0 $184.0 NEW $10.22 -64.7%
1540 BOX BOX INC Technology 6.0 $180.0 NEW $30.00 -13.7%
Page 77 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%