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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 28 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ROK ROCKWELL AUTOMATION INC Industrials 20.0 $10K 0.00% +10.0 +100.0% $495.10 -12.8%
542 NUKZ EXCHANGE TRADED CONCEPTS TRU 145.0 $10K 0.00% $68.17 -2.1%
543 ON ON SEMICONDUCTOR CORP Technology 103.0 $10K 0.00% +47.0 +83.9% $94.54 -22.6%
544 HOOD ROBINHOOD MKTS INC Financial Services 96.0 $10K 0.00% +8.0 +9.1% $100.28 +8.2%
545 USFD US FOODS HLDG CORP Consumer Defensive 94.0 $10K 0.00% +38.0 +67.9% $102.26 +6.1%
546 TTMI TTM TECHNOLOGIES INC Technology 51.0 $10K 0.00% +19.0 +59.4% $187.04 -34.9%
547 FERG FERGUSON ENTERPRISES INC Industrials 40.0 $9K 0.00% +8.0 +25.0% $237.35 -0.7%
548 LITE LUMENTUM HLDGS INC Technology 11.0 $9K 0.00% +3.0 +37.5% $858.09 +9.4%
549 NTRS NORTHERN TR CORP Financial Services 54.0 $9K 0.00% +20.0 +58.8% $173.85 +8.0%
550 AA ALCOA CORP Basic Materials 177.0 $9K 0.00% +70.0 +65.4% $52.14 -4.6%
551 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 29.0 $9K 0.00% +12.0 +70.6% $317.55 -8.7%
552 DNN DENISON MINES CORP Energy 3,000.0 $9K 0.00% -3K -50.0% $3.06 +18.3%
553 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 2,174.0 $9K 0.00% $4.21 +2.1%
554 HUM HUMANA INC Healthcare 23.0 $9K 0.00% +13.0 +130.0% $397.26 -1.6%
555 PLD PROLOGIS INC. Real Estate 67.0 $9K 0.00% +9.0 +15.5% $135.48 +5.3%
556 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 81.0 $9K 0.00% +37.0 +84.1% $111.79 -8.3%
557 CMCSA COMCAST CORP NEW Communication Services 368.0 $9K 0.00% -61.0 -14.2% $24.56 +10.7%
558 UAL UNITED AIRLS HLDGS INC Industrials 66.0 $9K 0.00% +11.0 +20.0% $136.00 -15.6%
559 WAB WABTEC Industrials 33.0 $9K 0.00% +10.0 +43.5% $269.61 +11.5%
560 DE DEERE & CO Industrials 14.0 $9K 0.00% +6.0 +75.0% $634.36 +0.0%
Page 28 of 97  ·  1,934 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%