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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 30 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 JCI JOHNSON CONTROLS INTERNATION Industrials 56.0 $8K 0.00% +20.0 +55.6% $146.12 -1.3%
582 DVN DEVON ENERGY CORP NEW Energy 198.0 $8K 0.00% +49.0 +32.9% $41.32 +13.3%
583 CTAS CINTAS CORP Industrials 48.0 $8K 0.00% +18.0 +60.0% $170.08 +21.0%
584 ENTERGY CORP NEW 71.0 $8K 0.00% +20.0 +39.2% $114.87
585 FDX FEDEX CORP Industrials 26.0 $8K 0.00% +4.0 +18.2% $313.15 +7.3%
586 KMB KIMBERLY-CLARK CORP Consumer Defensive 74.0 $8K 0.00% +36.0 +94.7% $109.77 +0.5%
587 INTU INTUIT Technology 31.0 $8K 0.00% -43.0 -58.1% $261.00 +32.5%
588 HIG HARTFORD INSURANCE GROUP INC Financial Services 61.0 $8K 0.00% +10.0 +19.6% $132.52 +5.5%
589 MSA MSA SAFETY INC Industrials 46.0 $8K 0.00% -4.0 -8.0% $174.59 +9.1%
590 NEBIUS GROUP N.V. 29.0 $8K 0.00% NEW $276.17
591 SAP SAP SE Technology 52.0 $8K 0.00% NEW $153.42 +37.9%
592 WBD WARNER BROS DISCOVERY INC Communication Services 299.0 $8K 0.00% +81.0 +37.2% $26.66 +7.8%
593 SEV APTERA MOTORS CORP Consumer Cyclical 3,250.0 $8K 0.00% NEW $2.45 -6.5%
594 RNR RENAISSANCERE HLDGS LTD Financial Services 25.0 $8K 0.00% +5.0 +25.0% $316.92 +4.7%
595 HBAN HUNTINGTON BANCSHARES INC Financial Services 443.0 $8K 0.00% +55.0 +14.2% $17.73 -3.9%
596 UCTT ULTRA CLEAN HLDGS INC Technology 55.0 $8K 0.00% +29.0 +111.5% $142.60 -48.8%
597 SNX TD SYNNEX CORPORATION Technology 29.0 $8K 0.00% +6.0 +26.1% $267.34 -4.5%
598 ED CONSOLIDATED EDISON INC Utilities 70.0 $8K 0.00% +27.0 +62.8% $110.64 -2.3%
599 FANG DIAMONDBACK ENERGY INC Energy 44.0 $8K 0.00% +17.0 +63.0% $175.80 +13.7%
600 DUPONT DE NEMOURS INC 57.0 $8K 0.00% NEW $135.65
Page 30 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%