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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 9 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 16.0 $605.0 NEW $37.81 +17.3%
162 AVPT AVEPOINT INC Technology 53.0 $595.0 NEW $11.23 +17.9%
163 BMI BADGER METER INC Technology 4.0 $594.0 NEW $148.50 -8.6%
164 RFIL RF INDS LTD Industrials 28.0 $594.0 NEW $21.21 -49.7%
165 BHE BENCHMARK ELECTRS INC Technology 6.0 $593.0 NEW $98.83 -27.4%
166 FNLC FIRST BANCORP INC ME Financial Services 17.0 $592.0 NEW $34.82 -0.8%
167 KOPN KOPIN CORP Technology 132.0 $592.0 NEW $4.48 +5.7%
168 NNE NANO NUCLEAR ENERGY INC Industrials 28.0 $592.0 NEW $21.14 -13.6%
169 COMMUNITY WEST BANCSHARES NE 22.0 $591.0 NEW $26.86
170 CNXN PC CONNECTION INC Technology 8.0 $584.0 NEW $73.00 +5.1%
171 DKNG DRAFTKINGS INC NEW Consumer Cyclical 23.0 $581.0 NEW $25.26 +2.8%
172 KN KNOWLES CORP Technology 14.0 $581.0 NEW $41.50 -21.4%
173 PBFS PIONEER BANCORP INC MD Financial Services 34.0 $581.0 NEW $17.09 +1.2%
174 CHEF CHEFS WHSE INC Consumer Defensive 6.0 $577.0 NEW $96.17 +18.0%
175 DUOL DUOLINGO INC Technology 5.0 $576.0 NEW $115.20 +27.5%
176 HBT HBT FINL INC. Financial Services 18.0 $576.0 NEW $32.00 +12.3%
177 GRND GRINDR INC Technology 40.0 $575.0 NEW $14.38 +8.4%
178 HSTM HEALTHSTREAM INC Healthcare 21.0 $573.0 NEW $27.29 +5.5%
179 PEPG PEPGEN INC Healthcare 318.0 $573.0 NEW $1.80 +77.0%
180 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 7.0 $571.0 NEW $81.57 +6.3%
Page 9 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%