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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 81 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 HE HAWAIIAN ELEC INDS INC MTN B Utilities 43.0 $582.0 $13.53 -15.1%
1602 H HYATT HOTELS CORP Consumer Cyclical 3.0 $582.0 $194.00 -8.5%
1603 DKNG DRAFTKINGS INC NEW Consumer Cyclical 23.0 $581.0 NEW $25.26 -1.9%
1604 KN KNOWLES CORP Technology 14.0 $581.0 NEW $41.50 -16.8%
1605 PBFS PIONEER BANCORP INC MD Financial Services 34.0 $581.0 NEW $17.09 +3.7%
1606 CHEF CHEFS WHSE INC Consumer Defensive 6.0 $577.0 NEW $96.17 +16.5%
1607 ENVX ENOVIX CORPORATION Industrials 95.0 $577.0 +11.0 +13.1% $6.07 -44.0%
1608 DUOL DUOLINGO INC Technology 5.0 $576.0 NEW $115.20 +22.3%
1609 FFBC 1ST FINL BANCORP Financial Services 17.0 $576.0 +4.0 +30.8% $33.88 -3.3%
1610 HBT HBT FINL INC. Financial Services 18.0 $576.0 NEW $32.00 +11.2%
1611 LIVN LIVANOVA PLC Healthcare 7.0 $576.0 $82.29 -2.8%
1612 BROS DUTCH BROS INC Consumer Cyclical 8.0 $575.0 +5.0 +166.7% $71.88 -28.7%
1613 GRND GRINDR INC Technology 40.0 $575.0 NEW $14.38 +9.8%
1614 HRI HERC HLDGS INC Industrials 4.0 $574.0 +3.0 +300.0% $143.50 +8.9%
1615 VRTS VIRTUS INVT PARTNERS INC Financial Services 4.0 $574.0 $143.50 +16.5%
1616 LOPE GRAND CANYON ED INC Consumer Defensive 4.0 $573.0 $143.25 +3.9%
1617 HSTM HEALTHSTREAM INC Healthcare 21.0 $573.0 NEW $27.29 +5.4%
1618 PEPG PEPGEN INC Healthcare 318.0 $573.0 NEW $1.80 +78.7%
1619 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 7.0 $571.0 NEW $81.57 +9.3%
1620 ESTC ELASTIC N V Technology 10.0 $571.0 NEW $57.10 +38.8%
Page 81 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%