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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 74 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 SKY CHAMPION HOMES INC Consumer Cyclical 9.0 $794.0 +2.0 +28.6% $88.22 +2.0%
1462 VC VISTEON CORP Consumer Cyclical 8.0 $794.0 +2.0 +33.3% $99.25 +1.7%
1463 AXTI AXT INC Technology 11.0 $793.0 NEW $72.09 -7.2%
1464 LRMR LARIMAR THERAPEUTICS INC Healthcare 260.0 $793.0 $3.05 +32.8%
1465 NUAI NEW ERA ENERGY & DIGITAL INC Energy 124.0 $792.0 NEW $6.39 -19.7%
1466 GVA GRANITE CONSTR INC Industrials 5.0 $791.0 -1.0 -16.7% $158.20 -21.2%
1467 QDEL QUIDELORTHO CORP Healthcare 45.0 $789.0 NEW $17.53 -12.6%
1468 MOS MOSAIC CO Basic Materials 37.0 $785.0 -17.0 -31.5% $21.22 +12.0%
1469 IVOO VANGUARD ADMIRAL FDS INC 6.0 $783.0 $130.50 -0.6%
1470 BCC BOISE CASCADE CO DEL Basic Materials 10.0 $777.0 +3.0 +42.9% $77.70 +1.4%
1471 FEDERATED HERMES INC 14.0 $774.0 -6.0 -30.0% $55.29
1472 AMTB AMERANT BANCORP INC Financial Services 30.0 $766.0 $25.53 +12.9%
1473 EBS EMERGENT BIOSOLUTIONS INC Healthcare 91.0 $763.0 $8.38 -29.2%
1474 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 21.0 $762.0 -1.0 -4.5% $36.29 +3.0%
1475 GXO GXO LOGISTICS INCORPORATED Industrials 15.0 $761.0 -5.0 -25.0% $50.73 -5.4%
1476 ACLS AXCELIS TECHNOLOGIES INC Technology 4.0 $758.0 +2.0 +100.0% $189.50 -35.4%
1477 LTBR LIGHTBRIDGE CORP Industrials 86.0 $756.0 NEW $8.79 -7.2%
1478 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 28.0 $753.0 $26.89 +6.6%
1479 KNF KNIFE RIVER CORP Basic Materials 9.0 $753.0 +2.0 +28.6% $83.67 -20.4%
1480 CARG CARGURUS INC Consumer Cyclical 22.0 $750.0 $34.09 +6.7%
Page 74 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%