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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 83 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 KBR KBR INC Industrials 16.0 $553.0 -3.0 -15.8% $34.56 +9.7%
1642 MDLN MEDLINE INC Healthcare 14.0 $553.0 NEW $39.50 -12.5%
1643 CVI CVR ENERGY INC Energy 20.0 $551.0 NEW $27.55 +45.3%
1644 KRMN KARMAN HLDGS INC Industrials 11.0 $550.0 NEW $50.00 -3.2%
1645 DOMO DOMO INC Technology 175.0 $548.0 NEW $3.13 +20.7%
1646 HUBS HUBSPOT INC Technology 3.0 $548.0 -4.0 -57.1% $182.67 +29.8%
1647 CORE LABORATORIES INC 47.0 $548.0 NEW $11.66
1648 INFINITY NAT RES INC 43.0 $547.0 $12.72
1649 DGICA DONEGAL GROUP INC Financial Services 29.0 $547.0 NEW $18.86 +1.3%
1650 ARTNA ARTESIAN RES CORP Utilities 16.0 $544.0 NEW $34.00 +4.2%
1651 JELD JELD-WEN HLDG INC Industrials 362.0 $543.0 NEW $1.50 +61.3%
1652 IBCP INDEPENDENT BK CORP MICH Financial Services 15.0 $542.0 NEW $36.13 +1.6%
1653 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 13.0 $540.0 NEW $41.54 -29.0%
1654 BSVN BANK7 CORP Financial Services 11.0 $539.0 NEW $49.00 +5.7%
1655 GO GROCERY OUTLET HLDG CORP Consumer Defensive 54.0 $539.0 NEW $9.98 +22.3%
1656 CHARGEPOINT HOLDINGS INC 91.0 $538.0 NEW $5.91
1657 ESRT EMPIRE ST RLTY TR INC Real Estate 99.0 $536.0 $5.41 -12.8%
1658 FELE FRANKLIN ELEC INC Industrials 5.0 $536.0 $107.20 -4.3%
1659 NFE NEW FORTRESS ENERGY INC Utilities 1,472.0 $535.0 NEW $0.36 -20.5%
1660 ATKR ATKORE INC Industrials 7.0 $533.0 +2.0 +40.0% $76.14 +23.0%
Page 83 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%