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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 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 1.0 $33.0 -2.0 -66.7% $33.00 +6.3%
222 TOST TOAST INC Technology 1.0 $27.0 -10.0 -90.9% $27.00 -13.4%
223 BEAM BEAM THERAPEUTICS INC Healthcare 1.0 $24.0 -4.0 -80.0% $24.00 +14.3%
224 CPB THE CAMPBELLS COMPANY Consumer Defensive 1.0 $23.0 -56.0 -98.2% $23.00 -12.5%
225 HGTY HAGERTY INC Financial Services 2.0 $22.0 -8.0 -80.0% $11.00 +1.4%
226 QS QUANTUMSCAPE CORP Consumer Cyclical 3.0 $20.0 -13.0 -81.2% $6.67 +13.4%
227 PGNY PROGYNY INC Healthcare 1.0 $17.0 -1.0 -50.0% $17.00 +49.7%
228 KD KYNDRYL HLDGS INC Technology 1.0 $14.0 -9.0 -90.0% $14.00 -15.2%
229 GTM ZOOMINFO TECHNOLOGIES INC Technology 2.0 $12.0 -16.0 -88.9% $6.00 -38.8%
230 TRIP TRIPADVISOR INC Consumer Cyclical 1.0 $11.0 -5.0 -83.3% $11.00 -12.1%
231 FLO FLOWERS FOODS INC Consumer Defensive 1.0 $9.0 -223.0 -99.5% $9.00 -20.4%
Page 12 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%