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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 87 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 FET FORUM ENERGY TECHNOLOGIES IN Energy 10.0 $503.0 NEW $50.30 +50.3%
1722 PAYC PAYCOM SOFTWARE INC Technology 4.0 $503.0 -4.0 -50.0% $125.75 +84.7%
1723 REXR REXFORD INDL RLTY INC Real Estate 15.0 $503.0 +2.0 +15.4% $33.53 +11.1%
1724 ANVS ANNOVIS BIO INC Healthcare 269.0 $501.0 NEW $1.86 -4.4%
1725 OGN ORGANON & CO Healthcare 37.0 $501.0 NEW $13.54 +1.7%
1726 NPWR NET POWER INC Industrials 299.0 $500.0 +62.0 +26.2% $1.67 +8.2%
1727 ACDC PROFRAC HLDG CORP Energy 86.0 $500.0 NEW $5.81 -20.5%
1728 OWL BLUE OWL CAPITAL INC Financial Services 57.0 $499.0 +10.0 +21.3% $8.75 +34.8%
1729 QSI QUANTUM SI INC Healthcare 562.0 $498.0 +53.0 +10.4% $0.89 -10.8%
1730 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 16.0 $497.0 NEW $31.06 -10.3%
1731 AVAV AEROVIRONMENT INC Industrials 3.0 $496.0 NEW $165.33 -11.2%
1732 MPTI M-TRON INDS INC Technology 5.0 $496.0 NEW $99.20 -20.1%
1733 SEM SELECT MED HLDGS CORP Healthcare 30.0 $496.0 NEW $16.53 -0.1%
1734 ADEA ADEIA INC Technology 15.0 $494.0 NEW $32.93 -20.7%
1735 IPI INTREPID POTASH INC Basic Materials 15.0 $492.0 NEW $32.80 +14.0%
1736 AXSM AXSOME THERAPEUTICS INC. Healthcare 2.0 $490.0 NEW $245.00 -15.4%
1737 BOH BANK HAWAII CORP Financial Services 6.0 $489.0 $81.50 -5.2%
1738 HUMA HUMACYTE INC Healthcare 626.0 $489.0 NEW $0.78 -12.7%
1739 TON STRATEGY CO 191.0 $488.0 NEW $2.56
1740 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 49.0 $486.0 -5.0 -9.3% $9.92 -27.1%
Page 87 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%