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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 65 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 GTLS CHART INDS INC Industrials 6.0 $1K $209.00 +0.4%
1282 WMK WEIS MKTS INC Consumer Defensive 16.0 $1K +14.0 +700.0% $78.31 -10.0%
1283 CE CELANESE CORP DEL Basic Materials 27.0 $1K +6.0 +28.6% $46.00 -2.5%
1284 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 10.0 $1K +6.0 +150.0% $123.30 +8.4%
1285 DORM DORMAN PRODS INC Consumer Cyclical 9.0 $1K +2.0 +28.6% $136.56 -6.1%
1286 DFH DREAM FINDERS HOMES INC Consumer Cyclical 71.0 $1K +1.0 +1.4% $17.27 -16.8%
1287 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 30.0 $1K +4.0 +15.4% $40.87 +8.5%
1288 CNX CNX RES CORP Energy 36.0 $1K +12.0 +50.0% $33.94 +6.4%
1289 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 42.0 $1K NEW $28.74 -43.0%
1290 PECO PHILLIPS EDISON & CO INC Real Estate 29.0 $1K $41.62 -5.8%
1291 IRIDIUM COMMUNICATIONS INC 22.0 $1K +16.0 +266.7% $54.86
1292 BTCS BTCS INC Financial Services 1,085.0 $1K NEW $1.11 +43.2%
1293 KE KIMBALL ELECTRONICS INC Industrials 47.0 $1K +20.0 +74.1% $25.62 -6.0%
1294 SOUN SOUNDHOUND AI INC Technology 186.0 $1K +119.0 +177.6% $6.47 +11.5%
1295 VISN VISTANCE NETWORKS INC Technology 94.0 $1K +4.0 +4.4% $12.79 -9.0%
1296 BDC BELDEN INC Technology 10.0 $1K -1.0 -9.1% $120.00 -0.0%
1297 CWEN CLEARWAY ENERGY INC Utilities 35.0 $1K +14.0 +66.7% $34.20 -5.3%
1298 OUSTER INC 19.0 $1K -8.0 -29.6% $62.53
1299 ENPH ENPHASE ENERGY INC Energy 24.0 $1K NEW $49.25 -20.3%
1300 RLI RLI CORP Financial Services 20.0 $1K +5.0 +33.3% $59.10 +8.7%
Page 65 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%