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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 82 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 PLAY DAVE & BUSTERS ENTMT INC Communication Services 50.0 $570.0 NEW $11.40 -13.5%
1622 HUBG HUB GROUP INC Industrials 13.0 $570.0 +3.0 +30.0% $43.85 -8.8%
1623 HMN HORACE MANN EDUCATORS CORP N Financial Services 11.0 $569.0 NEW $51.73 -0.6%
1624 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 8.0 $568.0 -4.0 -33.3% $71.00 +4.9%
1625 IRT INDEPENDENCE RLTY TR INC Real Estate 34.0 $568.0 NEW $16.71 -0.6%
1626 SHC SOTERA HEALTH CO Healthcare 32.0 $568.0 +1.0 +3.2% $17.75 +10.1%
1627 ASPI ASP ISOTOPES INC Basic Materials 91.0 $567.0 NEW $6.23 -36.7%
1628 IDCC INTERDIGITAL INC Technology 2.0 $567.0 -1.0 -33.3% $283.50 +21.5%
1629 PRVA PRIVIA HEALTH GROUP INC Healthcare 22.0 $567.0 NEW $25.77 -18.2%
1630 NABL N-ABLE INC Technology 154.0 $566.0 NEW $3.68 +3.4%
1631 SBRA SABRA HEALTH CARE REIT INC Real Estate 29.0 $566.0 $19.52 +7.6%
1632 WEX WEX INC Technology 4.0 $565.0 -7.0 -63.6% $141.25 +40.6%
1633 CRD-B CRAWFORD & CO 50.0 $564.0 NEW $11.28 +5.6%
1634 XRN CHIRON REAL ESTATE INC Financial Services 15.0 $563.0 $37.53 -0.5%
1635 CNR CORE NATURAL RESOURCES INC Energy 7.0 $561.0 NEW $80.14 +22.4%
1636 ITGR INTEGER HLDGS CORP Healthcare 6.0 $561.0 NEW $93.50 +33.9%
1637 CINGULATE INC 102.0 $558.0 NEW $5.47
1638 ABUS ARBUTUS BIOPHARMA CORP Healthcare 116.0 $557.0 NEW $4.80 +8.1%
1639 IAC PEOPLE INC Technology 12.0 $554.0 NEW $46.17 -0.0%
1640 TRN TRINITY INDS INC Industrials 16.0 $554.0 +4.0 +33.3% $34.62 -14.8%
Page 82 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%