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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 7 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TE T1 ENERGY INC Industrials 558.0 $5K 0.00% -12K -95.5% $9.48 -54.4%
122 WAT WATERS CORP Healthcare 14.0 $5K 0.00% -26.0 -65.0% $375.07 +9.5%
123 COIN COINBASE GLOBAL INC Financial Services 34.0 $5K 0.00% -4.0 -10.5% $146.21 +22.8%
124 CW CURTISS WRIGHT CORP Industrials 6.0 $5K 0.00% -1.0 -14.3% $757.83 -18.9%
125 ATO ATMOS ENERGY CORP Utilities 26.0 $4K 0.00% -4.0 -13.3% $172.31 -2.6%
126 GLPI GAMING & LEISURE P Real Estate 97.0 $4K 0.00% -33.0 -25.4% $44.54 -1.4%
127 RRC RANGE RES CORP Energy 116.0 $4K 0.00% -249.0 -68.2% $37.20 +10.9%
128 TLN TALEN ENERGY CORP Utilities 11.0 $4K 0.00% -247.0 -95.7% $384.27 -20.5%
129 BKR BAKER HUGHES COMPANY Energy 76.0 $4K 0.00% -4.0 -5.0% $55.50 +11.7%
130 NVTS NAVITAS SEMICONDUCTOR CORP Technology 221.0 $4K 0.00% -66.0 -23.0% $17.92 -31.8%
131 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 55.0 $4K 0.00% -7.0 -11.3% $71.75 +1.0%
132 POR PORTLAND GEN ELEC CO Utilities 76.0 $4K 0.00% -2.0 -2.6% $51.84 -4.1%
133 CEG CONSTELLATION ENERGY CORP Utilities 15.0 $4K 0.00% -42.0 -73.7% $248.40 +10.1%
134 ORI OLD REP INTL CORP Financial Services 91.0 $4K 0.00% -1.0 -1.1% $40.92 +2.6%
135 DJP BARCLAYS BANK PLC Financial Services 85.0 $4K 0.00% -57.0 -40.1% $43.72 +15.1%
136 BBAI BIGBEAR AI HLDGS INC Technology 989.0 $4K 0.00% -361.0 -26.7% $3.67 -16.4%
137 WDAY WORKDAY INC Technology 28.0 $3K 0.00% -19.0 -40.4% $122.43 +62.7%
138 WAL WESTERN ALLIANCE BANCORP Financial Services 41.0 $3K 0.00% -3.0 -6.8% $82.22 -4.7%
139 ADSK AUTODESK INC Technology 17.0 $3K 0.00% -6.0 -26.1% $194.47 +30.8%
140 CASY CASEYS GEN STORES INC Consumer Cyclical 4.0 $3K 0.00% -1.0 -20.0% $795.00 +7.4%
Page 7 of 13  ·  257 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%