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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 32 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 NKE NIKE INC Consumer Cyclical 179.0 $7K 0.00% +31.0 +20.9% $41.05 -6.0%
622 AON AON PLC Financial Services 22.0 $7K 0.00% +10.0 +83.3% $331.73 +6.7%
623 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 138.0 $7K 0.00% +99.0 +253.8% $52.65 +18.9%
624 KIM KIMCO REALTY CORP Real Estate 286.0 $7K 0.00% +59.0 +26.0% $25.35 -5.2%
625 RF REGIONS FINANCIAL CORP NEW Financial Services 240.0 $7K 0.00% +36.0 +17.6% $30.20 +1.7%
626 WSM WILLIAMS SONOMA INC Consumer Cyclical 31.0 $7K 0.00% +10.0 +47.6% $233.13 +1.8%
627 VLTO VERALTO CORP Industrials 81.0 $7K 0.00% +53.0 +189.3% $88.69 +11.3%
628 SCYB SCHWAB STRATEGIC TR 274.0 $7K 0.00% NEW $26.18 -0.3%
629 ODFL OLD DOMINION FREIGHT LINE IN Industrials 33.0 $7K 0.00% +9.0 +37.5% $216.61 -7.9%
630 FLOT ISHARES TR 140.0 $7K 0.00% -69.0 -33.0% $51.05 -0.0%
631 BIIB BIOGEN INC Healthcare 33.0 $7K 0.00% +15.0 +83.3% $216.06 +2.3%
632 ARXS ARXIS INC Industrials 154.0 $7K 0.00% NEW $46.14 +16.7%
633 TOL TOLL BROTHERS INC Consumer Cyclical 43.0 $7K 0.00% +16.0 +59.3% $164.77 -10.0%
634 NOW SERVICENOW INC Technology 71.0 $7K 0.00% +18.0 +34.0% $99.28 +26.7%
635 TROW PRICE T ROWE GROUP INC Financial Services 62.0 $7K 0.00% +5.0 +8.8% $113.69 -1.0%
636 CMS CMS ENERGY CORP Utilities 92.0 $7K 0.00% +39.0 +73.6% $76.50 -9.5%
637 WEC WEC ENERGY GROUP INC Utilities 60.0 $7K 0.00% +43.0 +252.9% $116.78 -7.9%
638 EWBC EAST WEST BANCORP INC Financial Services 54.0 $7K 0.00% +6.0 +12.5% $129.09 +1.0%
639 LUV SOUTHWEST AIRLS CO Industrials 135.0 $7K 0.00% +51.0 +60.7% $51.42 -20.9%
640 SMURFIT WESTROCK PLC 150.0 $7K 0.00% +80.0 +114.3% $46.26
Page 32 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%