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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 78 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 RH RH Consumer Cyclical 1.0 $180.0 NEW $180.00 -24.2%
1542 OPLN OPENLANE INC Consumer Cyclical 6.0 $179.0 NEW $29.83 +18.7%
1543 NWS NEWS CORP NEW Communication Services 6.0 $178.0 NEW $29.67 +0.0%
1544 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 14.0 $177.0 NEW $12.64 -1.8%
1545 RAMP LIVERAMP HLDGS INC Technology 6.0 $177.0 NEW $29.50 +27.8%
1546 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3.0 $176.0 NEW $58.67 +0.8%
1547 SIRIUSPOINT LTD 8.0 $176.0 NEW $22.00
1548 INSM INSMED INC Healthcare 1.0 $175.0 NEW $175.00 -39.3%
1549 VVV VALVOLINE INC Energy 6.0 $175.0 NEW $29.17 +15.1%
1550 CORT CORCEPT THERAPEUTICS INC Healthcare 5.0 $174.0 NEW $34.80 +73.0%
1551 FTDR FRONTDOOR INC Consumer Cyclical 3.0 $174.0 NEW $58.00 +5.7%
1552 HURN HURON CONSULTING GROUP INC Industrials 1.0 $173.0 NEW $173.00 -39.0%
1553 VSEC VSE CORP Industrials 1.0 $173.0 NEW $173.00 -0.6%
1554 WK WORKIVA INC Technology 2.0 $173.0 NEW $86.50 -41.8%
1555 ECG EVERUS CONSTR GROUP Industrials 2.0 $172.0 NEW $86.00 +72.8%
1556 LKFN LAKELAND FINL CORP Financial Services 3.0 $172.0 NEW $57.33 +4.5%
1557 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 3.0 $169.0 NEW $56.33 +14.3%
1558 ALG ALAMO GROUP INC Industrials 1.0 $168.0 NEW $168.00 -10.7%
1559 MQ MARQETA INC Technology 35.0 $167.0 NEW $4.77 -16.8%
1560 QS QUANTUMSCAPE CORP Consumer Cyclical 16.0 $167.0 NEW $10.44 -21.4%
Page 78 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%