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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 42 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BXP BXP INC Real Estate 63.0 $4K 0.00% +54.0 +600.0% $66.32 +6.0%
822 SJM SMUCKER J M CO Consumer Defensive 37.0 $4K 0.00% +19.0 +105.6% $112.51 +16.3%
823 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2.0 $4K 0.00% $2081.00 +4.6%
824 MPWR MONOLITHIC PWR SYS INC Technology 3.0 $4K 0.00% $1382.67 -5.7%
825 AKAM AKAMAI TECHNOLOGIES INC Technology 35.0 $4K 0.00% +10.0 +40.0% $118.23 -8.6%
826 EXEL EXELIXIS INC Healthcare 76.0 $4K 0.00% +41.0 +117.1% $54.42 +3.1%
827 RVTY REVVITY INC Healthcare 37.0 $4K 0.00% +28.0 +311.1% $111.27 +13.6%
828 AIG AMERICAN INTL GROUP INC Financial Services 55.0 $4K 0.00% +7.0 +14.6% $74.55 +3.3%
829 LFUS LITTELFUSE INC Technology 9.0 $4K 0.00% +1.0 +12.5% $455.33 -8.0%
830 WPC WP CAREY INC Real Estate 57.0 $4K 0.00% +31.0 +119.2% $71.51 -0.5%
831 VOYA VOYA FINANCIAL INC Financial Services 45.0 $4K 0.00% +14.0 +45.2% $90.53 +12.2%
832 ELAN ELANCO ANIMAL HEALTH INC Healthcare 164.0 $4K 0.00% +67.0 +69.1% $24.62 +1.9%
833 MDB MONGODB INC Technology 12.0 $4K 0.00% +8.0 +200.0% $335.92 +20.9%
834 FHN FIRST HORIZON CORPORATION Financial Services 157.0 $4K 0.00% +46.0 +41.4% $25.64 -4.2%
835 SNA SNAP ON INC Industrials 10.0 $4K 0.00% +3.0 +42.9% $402.40 -1.2%
836 RL RALPH LAUREN CORP Consumer Cyclical 10.0 $4K 0.00% +1.0 +11.1% $401.50 -9.8%
837 BOX BOX INC Technology 151.0 $4K 0.00% +129.0 +586.4% $26.54 +25.8%
838 TDY TELEDYNE TECHNOLOGIES INC Technology 6.0 $4K 0.00% +1.0 +20.0% $667.00 -5.0%
839 PRI PRIMERICA INC Financial Services 14.0 $4K 0.00% +2.0 +16.7% $284.21 +5.9%
840 GTES GATES INDL CORP PLC Industrials 142.0 $4K 0.00% +92.0 +184.0% $27.97 -4.7%
Page 42 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%