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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 41 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 BALL BALL CORP Consumer Cyclical 70.0 $4K 0.00% +18.0 +34.6% $62.40 +2.6%
802 CSL CARLISLE COS INC Industrials 12.0 $4K 0.00% +3.0 +33.3% $362.75 +0.8%
803 CPT CAMDEN PPTY TR Real Estate 38.0 $4K 0.00% +28.0 +280.0% $114.50 -6.0%
804 DRI DARDEN RESTAURANTS INC Consumer Cyclical 21.0 $4K 0.00% +9.0 +75.0% $206.05 +6.3%
805 EVRG EVERGY INC Utilities 50.0 $4K 0.00% +25.0 +100.0% $86.44 -4.9%
806 GLPI GAMING & LEISURE P Real Estate 97.0 $4K 0.00% -33.0 -25.4% $44.54 -4.4%
807 RRC RANGE RES CORP Energy 116.0 $4K 0.00% -249.0 -68.2% $37.20 +11.7%
808 SIRI SIRIUSXM HOLDINGS INC Communication Services 146.0 $4K 0.00% +34.0 +30.4% $29.54 -3.5%
809 THG HANOVER INS GROUP INC Financial Services 20.0 $4K 0.00% +8.0 +66.7% $214.15 +6.7%
810 CHD CHURCH & DWIGHT CO INC Consumer Defensive 44.0 $4K 0.00% +15.0 +51.7% $96.89 +6.2%
811 COLB COLUMBIA BKG SYS INC Financial Services 133.0 $4K 0.00% +88.0 +195.6% $32.05 -4.2%
812 IGF ISHARES TR 64.0 $4K 0.00% $66.61 -0.6%
813 DINO HF SINCLAIR CORP Energy 61.0 $4K 0.00% +5.0 +8.9% $69.66 +38.6%
814 FE FIRSTENERGY CORP Utilities 89.0 $4K 0.00% +32.0 +56.1% $47.55 -1.7%
815 TLN TALEN ENERGY CORP Utilities 11.0 $4K 0.00% -247.0 -95.7% $384.27 -20.3%
816 LEIDOS HOLDINGS INC 41.0 $4K 0.00% +15.0 +57.7% $102.98
817 BKR BAKER HUGHES COMPANY Energy 76.0 $4K 0.00% -4.0 -5.0% $55.50 +11.7%
818 NXPI NXP SEMICONDUCTORS N V Technology 15.0 $4K 0.00% +6.0 +66.7% $281.07 -20.6%
819 VDE VANGUARD WORLD FD 28.0 $4K 0.00% $150.14 +17.2%
820 HOMB HOME BANCSHARES INC Financial Services 147.0 $4K 0.00% +127.0 +635.0% $28.55 +4.4%
Page 41 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%