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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 48 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ESPR ESPERION THERAPEUTICS INC NE Healthcare 593.0 $2K $2.74 +16.0%
942 GAP GAP INC Consumer Cyclical 67.0 $2K +21.0 +45.6% $24.21 -15.9%
943 LVS LAS VEGAS SANDS CORP Consumer Cyclical 30.0 $2K +6.0 +25.0% $53.90 -15.8%
944 UCTT ULTRA CLEAN HLDGS INC Technology 26.0 $2K $62.19 +48.6%
945 WY WEYERHAEUSER CO Real Estate 66.0 $2K $24.44 +0.2%
946 ZM ZOOM COMMUNICATIONS INC Technology 20.0 $2K +5.0 +33.3% $80.40 +13.3%
947 ESI ELEMENT SOLUTIONS INC Basic Materials 47.0 $2K +24.0 +104.3% $34.15 +9.5%
948 TTI TETRA TECHNOLOGIES INC DEL Energy 188.0 $2K $8.52 +8.7%
949 FIVE FIVE BELOW INC Consumer Cyclical 7.0 $2K +2.0 +40.0% $228.57 -11.3%
950 CMC COMMERCIAL METALS CO Basic Materials 26.0 $2K -2.0 -7.1% $61.46 +8.1%
951 NDSN NORDSON CORP Industrials 6.0 $2K +2.0 +50.0% $266.17 +8.6%
952 FRT FEDERAL RLTY INVT TR NEW Real Estate 15.0 $2K +10.0 +200.0% $106.27 +18.6%
953 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 68.0 $2K NEW $23.40 +47.5%
954 NSA NATIONAL STORAGE AFFILIATES Real Estate 42.0 $2K $37.76 +17.8%
955 SNPS SYNOPSYS INC Technology 4.0 $2K NEW $396.50 -3.1%
956 BBJP J P MORGAN EXCHANGE TRADED F 23.0 $2K NEW $68.91 +6.1%
957 OIS OIL STS INTL INC Energy 136.0 $2K $11.65 -27.6%
958 UBSI UNITED BANKSHARES INC WEST V Financial Services 38.0 $2K +23.0 +153.3% $41.42 +14.9%
959 AR ANTERO RESOURCES CORP Energy 37.0 $2K +4.0 +12.1% $42.46 -20.9%
960 FIBK FIRST INTST BANCSYSTEM INC Financial Services 47.0 $2K +5.0 +11.9% $33.40 +17.3%
Page 48 of 87  ·  1,730 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 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%