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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 57 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CPRT COPART INC Industrials 71.0 $2K +54.0 +317.6% $28.20 +16.2%
1122 WTRG ESSENTIAL UTILS INC Utilities 52.0 $2K +30.0 +136.4% $38.33 +5.8%
1123 FNF FIDELITY NATL FINL INC Financial Services 42.0 $2K +31.0 +281.8% $47.17 +0.3%
1124 UGI UGI CORP NEW Utilities 57.0 $2K +46.0 +418.2% $34.54 +10.7%
1125 CBSH COMMERCE BANCSHARES INC Financial Services 34.0 $2K +4.0 +13.3% $57.76 +0.5%
1126 GBCI GLACIER BANCORP INC NEW Financial Services 38.0 $2K +11.0 +40.7% $51.61 -8.4%
1127 WFRD WEATHERFORD INTL PLC Energy 24.0 $2K +5.0 +26.3% $81.50 +12.8%
1128 RIOT RIOT PLATFORMS INC Financial Services 71.0 $2K +7.0 +10.9% $27.38 -23.7%
1129 SIGI SELECTIVE INS GROUP INC Financial Services 20.0 $2K +11.0 +122.2% $97.05 -4.9%
1130 UBSI UNITED BANKSHARES INC WEST V Financial Services 42.0 $2K +4.0 +10.5% $45.83 +3.6%
1131 HSIC SCHEIN HENRY INC Healthcare 23.0 $2K +8.0 +53.3% $83.52 +8.1%
1132 MXL MAXLINEAR INC Technology 15.0 $2K NEW $128.07 -50.5%
1133 NXT NEXTPOWER INC Technology 16.0 $2K +3.0 +23.1% $119.19 -24.8%
1134 NTRA NATERA INC Healthcare 7.0 $2K +4.0 +133.3% $271.57 +24.7%
1135 HRL HORMEL FOODS CORP Consumer Defensive 76.0 $2K +38.0 +100.0% $24.83 -14.3%
1136 ESPR ESPERION THERAPEUTICS INC NE Healthcare 593.0 $2K $3.16 +0.6%
1137 ENS ENERSYS Industrials 8.0 $2K +2.0 +33.3% $233.88 -18.3%
1138 GNTX GENTEX CORP Consumer Cyclical 74.0 $2K +36.0 +94.7% $25.27 -8.7%
1139 NSA NATIONAL STORAGE AFFILIATES Real Estate 42.0 $2K $44.48 -2.4%
1140 VTR VENTAS INC Real Estate 21.0 $2K +7.0 +50.0% $88.81 +4.6%
Page 57 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%