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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 11 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 2.0 $93.0 -1.0 -33.3% $46.50 +8.9%
202 OLED UNIVERSAL DISPLAY CORP Technology 1.0 $92.0 -1.0 -50.0% $92.00 -2.6%
203 NATL NCR ATLEOS CORPORATION Technology 2.0 $88.0 -2.0 -50.0% $44.00 +1.9%
204 RAMP LIVERAMP HLDGS INC Technology 3.0 $80.0 -3.0 -50.0% $26.67 +41.5%
205 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 14.0 $79.0 -13.0 -48.1% $5.64 +66.3%
206 AWR AMER STATES WTR CO Utilities 1.0 $76.0 -2.0 -66.7% $76.00 -0.5%
207 DOX AMDOCS LTD Technology 1.0 $66.0 -7.0 -87.5% $66.00 -6.0%
208 SEZL SEZZLE INC Financial Services 1.0 $64.0 -1.0 -50.0% $64.00 +58.6%
209 WK WORKIVA INC Technology 1.0 $60.0 -1.0 -50.0% $60.00 -19.1%
210 LKFN LAKELAND FINL CORP Financial Services 1.0 $58.0 -2.0 -66.7% $58.00 +2.3%
211 RBRK RUBRIK INC. Technology 1.0 $49.0 -9.0 -90.0% $49.00 +33.8%
212 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 7.0 $47.0 -9.0 -56.2% $6.71 -16.8%
213 ZG ZILLOW GROUP INC Communication Services 1.0 $42.0 -1.0 -50.0% $42.00 -12.6%
214 Z ZILLOW GROUP INC Communication Services 1.0 $42.0 -14.0 -93.3% $42.00 -13.5%
215 CSGP COSTAR GROUP INC Real Estate 1.0 $41.0 -3.0 -75.0% $41.00 -17.5%
216 TPG TPG INC Financial Services 1.0 $41.0 -22.0 -95.7% $41.00 -0.4%
217 DXC DXC TECHNOLOGY CO Technology 3.0 $38.0 -5.0 -62.5% $12.67 -28.2%
218 BRKR BRUKER CORP Healthcare 1.0 $37.0 -7.0 -87.5% $37.00 +17.4%
219 PINS PINTEREST INC Communication Services 2.0 $37.0 -36.0 -94.7% $18.50 +1.9%
220 AGIO AGIOS PHARMACEUTICALS INC Healthcare 1.0 $34.0 -1.0 -50.0% $34.00 -15.3%
Page 11 of 12  ·  231 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 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%