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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 45 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 BBAI BIGBEAR AI HLDGS INC Technology 989.0 $4K 0.00% -361.0 -26.7% $3.67 -13.1%
882 UEC URANIUM ENERGY CORP Energy 339.0 $4K 0.00% +320.0 +1684.2% $10.66 +27.3%
883 IE IVANHOE ELECTRIC INC Technology 375.0 $4K 0.00% NEW $9.61 +22.2%
884 ZION ZIONS BANCORPORATION NATL AS Financial Services 52.0 $4K 0.00% +25.0 +92.6% $69.19 -2.0%
885 AVB AVALONBAY CMNTYS INC Real Estate 19.0 $4K 0.00% +8.0 +72.7% $188.74 -2.5%
886 RMBS RAMBUS INC DEL Technology 27.0 $4K 0.00% +20.0 +285.7% $132.74 -32.2%
887 CCK CROWN HLDGS INC Consumer Cyclical 32.0 $4K 0.00% +8.0 +33.3% $111.84 +5.9%
888 CFR CULLEN FROST BANKERS INC Financial Services 23.0 $4K 0.00% +10.0 +76.9% $154.52 +4.4%
889 FTV FORTIVE CORP Technology 58.0 $4K 0.00% +15.0 +34.9% $61.10 -1.4%
890 ES EVERSOURCE ENERGY Utilities 49.0 $4K 0.00% +27.0 +122.7% $72.29 -1.9%
891 DY DYCOM INDS INC Industrials 7.0 $4K 0.00% +3.0 +75.0% $505.71 -38.7%
892 FSLR FIRST SOLAR INC Energy 15.0 $4K 0.00% +8.0 +114.3% $236.00 -10.8%
893 WTS WATTS WATER TECHNOLOGIES INC Industrials 9.0 $4K 0.00% +3.0 +50.0% $391.56 -4.7%
894 ABCB AMERIS BANCORP Financial Services 39.0 $4K 0.00% +14.0 +56.0% $90.28 -5.3%
895 FTAI AVIATION LTD 13.0 $4K 0.00% +2.0 +18.2% $270.54
896 FLR FLUOR CORP Industrials 67.0 $4K 0.00% +24.0 +55.8% $52.40 +3.4%
897 RJF RAYMOND JAMES FINL INC Financial Services 23.0 $3K 0.00% +6.0 +35.3% $152.04 +15.2%
898 DOW DOW HLDGS INC Basic Materials 127.0 $3K 0.00% +22.0 +20.9% $27.36 +10.6%
899 PSTG EVERPURE INC 44.0 $3K 0.00% +15.0 +51.7% $78.80
900 A AGILENT TECHNOLOGIES INC Healthcare 26.0 $3K 0.00% $132.85 +18.4%
Page 45 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%