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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 84 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 IMKTA INGLES MKTS INC Consumer Defensive 6.0 $532.0 NEW $88.67 -5.8%
1662 MD PEDIATRIX MEDICAL GROUP INC Healthcare 21.0 $532.0 NEW $25.33 +6.4%
1663 TFSL TFS FINL CORP Financial Services 30.0 $532.0 +18.0 +150.0% $17.73 +1.1%
1664 AMBQ AMBIQ MICRO INC Technology 6.0 $530.0 NEW $88.33 -33.2%
1665 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 187.0 $530.0 NEW $2.83 -8.3%
1666 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 286.0 $530.0 NEW $1.85 +22.5%
1667 FLO FLOWERS FOODS INC Consumer Defensive 67.0 $530.0 +66.0 +6600.0% $7.91 -9.4%
1668 GGG GRACO INC Industrials 7.0 $530.0 -6.0 -46.1% $75.71 +5.1%
1669 QTWO Q2 HLDGS INC Technology 11.0 $530.0 NEW $48.18 +34.9%
1670 DDS DILLARDS INC Consumer Cyclical 1.0 $529.0 $529.00 +19.5%
1671 EXPO EXPONENT INC Industrials 9.0 $529.0 -2.0 -18.2% $58.78 +19.7%
1672 PCOR PROCORE TECHNOLOGIES INC Technology 13.0 $529.0 +3.0 +30.0% $40.69 +48.5%
1673 NANR SPDR INDEX SHS FDS 7.0 $529.0 $75.57 +19.2%
1674 SMHI SEACOR MARINE HLDGS INC Industrials 69.0 $528.0 NEW $7.65 +22.8%
1675 CODA CODA OCTOPUS GROUP INC Industrials 54.0 $528.0 NEW $9.78 +4.4%
1676 CGTX COGNITION THERAPEUTICS INC Healthcare 459.0 $528.0 NEW $1.15 -8.7%
1677 LKQ LKQ CORP Consumer Cyclical 20.0 $527.0 +4.0 +25.0% $26.35 -2.3%
1678 TBPH THERAVANCE BIOPHARMA INC Healthcare 31.0 $527.0 NEW $17.00 +0.2%
1679 RGCO RGC RES INC Utilities 22.0 $526.0 NEW $23.91 -8.0%
1680 RDW REDWIRE CORPORATION Industrials 43.0 $526.0 NEW $12.23 -7.9%
Page 84 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%