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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 54 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ICHR ICHOR HOLDINGS Technology 21.0 $2K NEW $112.29 -47.4%
1062 GNRC GENERAC HLDGS INC Industrials 8.0 $2K +1.0 +14.3% $292.88 -32.6%
1063 GFF GRIFFON CORP Industrials 24.0 $2K +20.0 +500.0% $97.54 +1.7%
1064 BTU PEABODY ENGR CORP Energy 101.0 $2K +12.0 +13.5% $23.13 +27.3%
1065 CNH INDL N V 208.0 $2K +58.0 +38.7% $11.23
1066 MEI METHODE ELECTRS INC Technology 123.0 $2K NEW $18.98 -6.3%
1067 HUT 8 CORP 20.0 $2K +14.0 +233.3% $115.45
1068 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 133.0 $2K +118.0 +786.7% $17.32 +4.0%
1069 EXPE EXPEDIA GROUP INC Consumer Cyclical 9.0 $2K $255.89 +24.6%
1070 TXG 10X GENOMICS INC Healthcare 60.0 $2K $38.35 +69.1%
1071 ROIV ROIVANT SCIENCES LTD Healthcare 65.0 $2K +27.0 +71.0% $35.40 +6.2%
1072 LII LENNOX INTL INC Industrials 4.0 $2K $573.00 -31.7%
1073 AR ANTERO RESOURCES CORP Energy 65.0 $2K +28.0 +75.7% $35.15 +9.6%
1074 SN SHARKNINJA INC Consumer Cyclical 15.0 $2K +4.0 +36.4% $152.33 +26.6%
1075 ENCORE ENERGY CORP 1,729.0 $2K NEW $1.31
1076 RNST RENASANT CORP Financial Services 53.0 $2K +48.0 +960.0% $42.55 -3.0%
1077 GPC GENUINE PARTS CO Consumer Cyclical 19.0 $2K +8.0 +72.7% $118.00 +15.8%
1078 SITM SITIME CORP Technology 3.0 $2K NEW $745.67 -19.5%
1079 TTEK TETRA TECH INC NEW Industrials 77.0 $2K +36.0 +87.8% $28.90 +26.8%
1080 SWX SOUTHWEST GAS HLDGS INC Utilities 25.0 $2K +6.0 +31.6% $88.68 +0.8%
Page 54 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%