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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 78 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 16.0 $657.0 +13.0 +433.3% $41.06 -13.5%
1542 GAP GAP INC Consumer Cyclical 35.0 $654.0 -32.0 -47.8% $18.69 +14.0%
1543 HYNE HOYNE BANCORP INC Financial Services 39.0 $653.0 $16.74 -0.7%
1544 GSIT GSI TECHNOLOGY INC Technology 84.0 $650.0 NEW $7.74 -23.2%
1545 NOVT NOVANTA INC Technology 4.0 $649.0 +1.0 +33.3% $162.25 -11.7%
1546 UMAC UNUSUAL MACHS INC Financial Services 29.0 $647.0 -13.0 -30.9% $22.31 +17.4%
1547 CALM CAL MAINE FOODS INC Consumer Defensive 8.0 $645.0 +3.0 +60.0% $80.62 -2.4%
1548 CENX CENTURY ALUM CO Basic Materials 14.0 $645.0 +12.0 +600.0% $46.07 -1.9%
1549 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 8.0 $641.0 +5.0 +166.7% $80.12 -8.6%
1550 SOXX ISHARES TR 1.0 $641.0 $641.00 -18.5%
1551 CGON CG ONCOLOGY INC Healthcare 9.0 $640.0 NEW $71.11 +11.1%
1552 INSM INSMED INC Healthcare 6.0 $640.0 +5.0 +500.0% $106.67 +14.8%
1553 PCVX VAXCYTE INC Healthcare 11.0 $640.0 NEW $58.18 +5.5%
1554 VNT VONTIER CORPORATION Technology 22.0 $638.0 -27.0 -55.1% $29.00 +14.8%
1555 BFS SAUL CTRS INC Real Estate 17.0 $636.0 $37.41 -10.9%
1556 NE NOBLE CORP PLC Energy 17.0 $635.0 -3.0 -15.0% $37.35 +23.5%
1557 MILLROSE PPTYS INC 21.0 $632.0 -20.0 -48.8% $30.10
1558 HURN HURON CONSULTING GROUP INC Industrials 7.0 $632.0 +6.0 +600.0% $90.29 +75.5%
1559 PEGA PEGASYSTEMS INC Technology 21.0 $630.0 +13.0 +162.5% $30.00 +19.6%
1560 FULT FULTON FINL CORP PA Financial Services 26.0 $629.0 +2.0 +8.3% $24.19 -2.1%
Page 78 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%