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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $505M AUM 1,934 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 292 New 1015 Added 257 Reduced 88 Exited
Page 8 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GEO GEO GROUP INC Industrials 23.0 $680.0 NEW $29.57 +8.8%
142 TNYA TENAYA THERAPEUTICS INC Healthcare 913.0 $675.0 NEW $0.74 -8.7%
143 RXT RACKSPACE TECHNOLOGY INC Technology 103.0 $673.0 NEW $6.53 -52.2%
144 SPT SPROUT SOCIAL INC Technology 89.0 $672.0 NEW $7.55 +36.9%
145 PDSB PDS BIOTECHNOLOGY CORP Healthcare 761.0 $671.0 NEW $0.88 -75.4%
146 EAF GRAFTECH INTL LTD SR NT Industrials 113.0 $668.0 NEW $5.91 +9.3%
147 DWSN DAWSON GEOPHYSICAL CO NEW Energy 112.0 $666.0 NEW $5.95 -42.5%
148 FORR FORRESTER RESH INC Industrials 79.0 $665.0 NEW $8.42 +42.3%
149 CRNC CERENCE INC Technology 58.0 $657.0 NEW $11.33 -33.2%
150 GSIT GSI TECHNOLOGY INC Technology 84.0 $650.0 NEW $7.74 -26.1%
151 CGON CG ONCOLOGY INC Healthcare 9.0 $640.0 NEW $71.11 +10.0%
152 PCVX VAXCYTE INC Healthcare 11.0 $640.0 NEW $58.18 +6.3%
153 FRSH FRESHWORKS INC Technology 62.0 $628.0 NEW $10.13 +30.2%
154 SCSC SCANSOURCE INC Technology 12.0 $626.0 NEW $52.17 +3.8%
155 LXEO LEXEO THERAPEUTICS INC Healthcare 134.0 $624.0 NEW $4.66 +5.7%
156 COGT COGENT BIOSCIENCES INC Healthcare 16.0 $620.0 NEW $38.75 -6.5%
157 RHI ROBERT HALF INC. Industrials 20.0 $614.0 NEW $30.70 +47.0%
158 NODK NI HLDGS INC Financial Services 39.0 $613.0 NEW $15.72 -3.8%
159 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 5.0 $613.0 NEW $122.60 +26.2%
160 CBZ CBIZ INC Industrials 19.0 $610.0 NEW $32.11 +70.1%
Page 8 of 15  ·  292 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 34.7%
Financial Services 21.0%
Industrials 12.3%
Healthcare 9.4%
Consumer Cyclical 7.8%
Communication Services 3.6%
Energy 3.2%
Real Estate 2.8%
Consumer Defensive 2.4%
Utilities 2.1%