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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 72 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 PTCT PTC THERAPEUTICS INC Healthcare 11.0 $898.0 $81.64 -12.0%
1422 DLB DOLBY LABORATORIES INC Technology 17.0 $894.0 +2.0 +13.3% $52.59 +18.7%
1423 NXST NEXSTAR MEDIA GROUP INC Communication Services 5.0 $893.0 -8.0 -61.5% $178.60 +0.7%
1424 AAON AAON INC Industrials 7.0 $889.0 +1.0 +16.7% $127.00 -38.5%
1425 TDS TELEPHONE & DATA SYS INC Communication Services 24.0 $889.0 +13.0 +118.2% $37.04 -10.5%
1426 LNTH LANTHEUS HLDGS INC Healthcare 8.0 $888.0 +5.0 +166.7% $111.00 -9.5%
1427 AHR AMERICAN HEALTHCARE REIT INC Real Estate 17.0 $887.0 $52.18 +8.2%
1428 GATX GATX CORP Industrials 5.0 $886.0 -1.0 -16.7% $177.20 +0.7%
1429 SAIC SCIENCE APPLICATIONS INTL CO Technology 8.0 $884.0 +2.0 +33.3% $110.50 +16.7%
1430 CVBF CVB FINL CORP Financial Services 39.0 $880.0 +24.0 +160.0% $22.56 -1.2%
1431 ICUI ICU MED INC Healthcare 6.0 $880.0 +4.0 +200.0% $146.67 +19.4%
1432 BBWI BATH & BODY WORKS INC Consumer Cyclical 38.0 $879.0 +6.0 +18.8% $23.13 -19.4%
1433 TYL TYLER TECHNOLOGIES INC Technology 3.0 $878.0 NEW $292.67 +26.4%
1434 NMRK NEWMARK GROUP INC Real Estate 58.0 $877.0 +42.0 +262.5% $15.12 +2.8%
1435 OSIS OSI SYSTEMS INC Technology 4.0 $875.0 +2.0 +100.0% $218.75 -3.6%
1436 SNAP SNAP INC Communication Services 197.0 $875.0 NEW $4.44 +20.0%
1437 OLN OLIN CORP Basic Materials 44.0 $873.0 +26.0 +144.4% $19.84 -12.9%
1438 SCCO SOUTHERN COPPER CORP Basic Materials 5.0 $872.0 +1.0 +25.0% $174.40 +24.0%
1439 ICLR ICON PUB LTD CO Healthcare 5.0 $869.0 NEW $173.80 -2.3%
1440 AEHR AEHR TEST SYS Technology 9.0 $865.0 NEW $96.11 -5.9%
Page 72 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%