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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 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 REGN REGENERON PHARMACEUTICALS Healthcare 5.0 $3K 0.00% -2.0 -28.6% $623.60 +32.9%
142 PYPL PAYPAL HLDGS INC Financial Services 71.0 $3K 0.00% -3.0 -4.0% $43.18 +42.8%
143 IONQ IONQ INC Technology 52.0 $3K 0.00% -110.0 -67.9% $53.27 -22.9%
144 CPER UNITED STS COMMODITY INDEX F Financial Services 70.0 $3K 0.00% -16.0 -18.6% $37.74 +6.2%
145 CBOE CBOE GLOBAL MKTS INC Financial Services 10.0 $2K -1.0 -9.1% $242.70 +26.9%
146 IDA IDACORP INC Utilities 16.0 $2K -1.0 -5.9% $151.31 -8.6%
147 TPL TEXAS PACIFIC LAND CORPORATI Energy 5.0 $2K -2.0 -28.6% $437.80 -14.7%
148 VICI VICI PPTYS INC Real Estate 77.0 $2K -41.0 -34.8% $26.56 +0.8%
149 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 20.0 $2K -10.0 -33.3% $92.10 -1.5%
150 HAS HASBRO INC Consumer Cyclical 21.0 $2K -6.0 -22.2% $82.62 +15.5%
151 TSN TYSON FOODS INC Consumer Defensive 29.0 $2K -2.0 -6.5% $57.28 +1.0%
152 FCN FTI CONSULTING INC Industrials 11.0 $2K -3.0 -21.4% $149.09 +4.3%
153 LECO LINCOLN ELEC HLDGS INC Industrials 6.0 $2K -3.0 -33.3% $265.67 +6.2%
154 CME CME GROUP INC Financial Services 7.0 $2K -8.0 -53.3% $220.86 +26.4%
155 VAL VALARIS LTD Energy 21.0 $2K -1.0 -4.5% $72.62 +18.2%
156 MAC MACERICH CO Real Estate 59.0 $1K -2.0 -3.3% $25.20 -3.3%
157 CHRD CHORD ENERGY CORPORATION Energy 13.0 $1K -107.0 -89.2% $114.31 +26.6%
158 HL HECLA MINING COMPANY Basic Materials 94.0 $1K -93.0 -49.7% $15.44 +32.2%
159 ADBE ADOBE INC Technology 7.0 $1K -65.0 -90.3% $205.14 +34.7%
160 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 13.0 $1K -1.0 -7.1% $108.38 -2.9%
Page 8 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%