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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 76 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 BEPC BROOKFIELD RENEWABLE CORP Utilities 19.0 $706.0 $37.16 -11.6%
1502 GTLB GITLAB INC Technology 23.0 $703.0 NEW $30.57 +44.5%
1503 QUBT QUANTUM COMPUTING INC Technology 72.0 $699.0 NEW $9.71 -11.8%
1504 WOR WORTHINGTON ENTERPRISES INC Industrials 13.0 $699.0 +9.0 +225.0% $53.77 +7.7%
1505 TW TRADEWEB MKTS INC Financial Services 7.0 $698.0 +1.0 +16.7% $99.71 +8.6%
1506 PD PAGERDUTY INC Technology 72.0 $695.0 +1.0 +1.4% $9.65 +31.4%
1507 AVBC AVIDIA BANCORP INC Financial Services 33.0 $693.0 $21.00 +5.0%
1508 STNG SCORPIO TANKERS INC Energy 10.0 $693.0 +2.0 +25.0% $69.30 +11.8%
1509 INSW INTERNATIONAL SEAWAYS INC Energy 9.0 $690.0 $76.67 +29.9%
1510 INSTALLED BLDG PRODS INC 3.0 $690.0 $230.00
1511 DYN DYNE THERAPEUTICS INC Healthcare 31.0 $689.0 NEW $22.23 +17.4%
1512 AP AMPCO-PITTSBURG CORP Industrials 79.0 $684.0 NEW $8.66 +4.6%
1513 LZB LA Z BOY INC Consumer Cyclical 17.0 $683.0 $40.18 -18.6%
1514 RGEN REPLIGEN CORP Healthcare 5.0 $683.0 NEW $136.60 +32.6%
1515 PSN PARSONS CORP DEL Industrials 13.0 $682.0 +8.0 +160.0% $52.46 -6.4%
1516 ALKS ALKERMES PLC Healthcare 13.0 $682.0 +3.0 +30.0% $52.46 -7.7%
1517 GEO GEO GROUP INC Industrials 23.0 $680.0 NEW $29.57 +9.9%
1518 BKU BANKUNITED INC Financial Services 14.0 $679.0 $48.50 -3.9%
1519 THO THOR INDS INC Consumer Cyclical 9.0 $677.0 -6.0 -40.0% $75.22 +1.8%
1520 BCPC BALCHEM CORP Basic Materials 4.0 $676.0 +1.0 +33.3% $169.00 +5.7%
Page 76 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%