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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 29 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TPR TAPESTRY INC Consumer Cyclical 60.0 $9K 0.00% +12.0 +25.0% $146.38 -10.9%
562 MDT MEDTRONIC PLC Healthcare 112.0 $9K 0.00% -172.0 -60.6% $78.23 +17.7%
563 ISRG INTUITIVE SURGICAL INC Healthcare 22.0 $9K 0.00% +2.0 +10.0% $397.68 -7.0%
564 ISTB ISHARES TR 179.0 $9K 0.00% +2.0 +1.1% $48.25 -0.3%
565 CRK COMSTOCK RES INC Energy 576.0 $9K 0.00% +45.0 +8.5% $14.92 -1.5%
566 VTRS VIATRIS INC Healthcare 537.0 $9K 0.00% +126.0 +30.7% $15.88 +6.1%
567 TAYD TAYLOR DEVICES INC Industrials 145.0 $9K 0.00% $58.68 +1.6%
568 IDU ISHARES TR 74.0 $8K 0.00% $114.62 -3.5%
569 NRG NRG ENERGY INC Utilities 58.0 $8K 0.00% +7.0 +13.7% $146.07 -20.8%
570 DHI D R HORTON INC Consumer Cyclical 52.0 $8K 0.00% +32.0 +160.0% $162.88 -8.1%
571 XYL XYLEM INC Industrials 71.0 $8K 0.00% +9.0 +14.5% $118.21 -3.4%
572 CIEN CIENA CORP Technology 17.0 $8K 0.00% +4.0 +30.8% $490.59 -19.1%
573 MET METLIFE INC Financial Services 98.0 $8K 0.00% +33.0 +50.8% $84.61 +13.8%
574 VEU VANGUARD INTL EQUITY INDEX F 99.0 $8K 0.00% $83.61 +2.6%
575 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 27.0 $8K 0.00% +22.0 +440.0% $306.44 -21.0%
576 D DOMINION ENERGY INC Utilities 121.0 $8K 0.00% +58.0 +92.1% $68.30 -2.0%
577 OKE ONEOK INC NEW Energy 95.0 $8K 0.00% +32.0 +50.8% $86.95 +8.7%
578 BORR DRILLING LTD 2,000.0 $8K 0.00% $4.13
579 EXC EXELON CORP Utilities 177.0 $8K 0.00% +75.0 +73.5% $46.62 -5.0%
580 JANUS LIVING INC 286.0 $8K 0.00% NEW $28.74
Page 29 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%