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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 66 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 CEVA CEVA INC Technology 25.0 $1K NEW $47.16 -39.7%
1302 TTC TORO CO Industrials 12.0 $1K +2.0 +20.0% $97.50 +2.0%
1303 WYNN WYNN RESORTS LTD Consumer Cyclical 12.0 $1K +7.0 +140.0% $97.17 -3.7%
1304 SD SANDRIDGE ENERGY INC Energy 85.0 $1K +35.0 +70.0% $13.71 +3.0%
1305 CRC CALIFORNIA RES CORP Energy 22.0 $1K +4.0 +22.2% $52.91 +0.1%
1306 KMX CARMAX INC Consumer Cyclical 22.0 $1K NEW $52.91 +18.4%
1307 CLSK CLEANSPARK INC Technology 80.0 $1K +28.0 +53.9% $14.55 -11.0%
1308 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 16.0 $1K NEW $72.56 +7.6%
1309 ALTG ALTA EQUIPMENT GROUP INC Industrials 179.0 $1K +74.0 +70.5% $6.47 -4.6%
1310 FSS FEDERAL SIGNAL CORP Industrials 9.0 $1K +2.0 +28.6% $128.56 -6.4%
1311 BGC BGC GROUP INC Financial Services 108.0 $1K +25.0 +30.1% $10.69 +13.1%
1312 SMR NUSCALE PWR CORP Utilities 115.0 $1K +80.0 +228.6% $10.03 -2.9%
1313 YOLO ADVISORSHARES TR 397.0 $1K $2.89 +4.1%
1314 POWL POWELL INDS INC Industrials 4.0 $1K +3.0 +300.0% $286.50 -32.8%
1315 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 17.0 $1K +10.0 +142.9% $67.18 -6.1%
1316 GHC GRAHAM HLDGS CO Consumer Defensive 1.0 $1K $1142.00 +0.1%
1317 STAG STAG INDUSTRIAL INC Real Estate 30.0 $1K +14.0 +87.5% $38.07 -2.6%
1318 SLG SL GREEN RLTY CORP Real Estate 22.0 $1K NEW $51.77 +11.7%
1319 CHTR CHARTER COMMUNICATIONS INC Communication Services 8.0 $1K -8.0 -50.0% $142.25 +4.3%
1320 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 53.0 $1K $21.45 +23.2%
Page 66 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%