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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 75 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 VPG VISHAY PRECISION GROUP INC Technology 5.0 $750.0 NEW $150.00 -55.5%
1482 HNGE HINGE HEALTH INC Healthcare 9.0 $747.0 NEW $83.00 +10.8%
1483 WTBA WEST BANCORPORATION INC Financial Services 28.0 $743.0 $26.54 +7.0%
1484 MGY MAGNOLIA OIL & GAS CORP Energy 29.0 $742.0 +5.0 +20.8% $25.59 +4.2%
1485 ARRY ARRAY TECHNOLOGIES INC Energy 100.0 $741.0 $7.41 -37.4%
1486 CAR AVIS BUDGET GROUP INC Industrials 5.0 $740.0 +3.0 +150.0% $148.00 -5.9%
1487 RALLIANT CORP 10.0 $737.0 +8.0 +400.0% $73.70
1488 KKR KKR & CO INC 8.0 $735.0 -598.0 -98.7% $91.88
1489 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 14.0 $734.0 +4.0 +40.0% $52.43 -16.6%
1490 NSIT INSIGHT ENTERPRISES INC Technology 6.0 $731.0 NEW $121.83 +28.2%
1491 HCC WARRIOR MET COAL INC Energy 9.0 $731.0 +2.0 +28.6% $81.22 +33.8%
1492 ENVA ENOVA INTL INC Financial Services 3.0 $723.0 +1.0 +50.0% $241.00 -1.1%
1493 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 8.0 $721.0 +5.0 +166.7% $90.12 +67.1%
1494 REI RING ENERGY INC Energy 667.0 $721.0 $1.08 +34.6%
1495 BCBP BCB BANCORP INC Financial Services 67.0 $719.0 $10.73 -18.2%
1496 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 20.0 $718.0 $35.90 -5.8%
1497 ARHS ARHAUS INC Consumer Cyclical 85.0 $716.0 NEW $8.42 +5.0%
1498 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 16.0 $711.0 $44.44 +10.3%
1499 VEEV VEEVA SYS INC Healthcare 4.0 $710.0 -1.0 -20.0% $177.50 +59.6%
1500 MAT MATTEL INC Consumer Cyclical 51.0 $708.0 -33.0 -39.3% $13.88 +7.5%
Page 75 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%