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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 88 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 MIR MIRION TECHNOLOGIES INC Industrials 27.0 $485.0 +7.0 +35.0% $17.96 -17.1%
1742 EMB ISHARES TR 5.0 $483.0 $96.60 -1.3%
1743 SOLUNA HOLDINGS INC 357.0 $482.0 NEW $1.35
1744 SUI SUN CMNTYS INC Real Estate 4.0 $480.0 $120.00 +4.4%
1745 CBUS CIBUS INC Healthcare 350.0 $480.0 NEW $1.37 +22.5%
1746 NSYS NORTECH SYS INC Technology 30.0 $475.0 NEW $15.83 -25.6%
1747 BCO BRINKS CO Industrials 5.0 $473.0 -2.0 -28.6% $94.60 +17.9%
1748 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 10.0 $472.0 $47.20 -7.7%
1749 NOG NORTHERN OIL & GAS INC Energy 26.0 $472.0 $18.15 +43.3%
1750 VCYT VERACYTE INC Healthcare 8.0 $470.0 +4.0 +100.0% $58.75 -24.6%
1751 BWMN BOWMAN CONSULTING GROUP LTD Industrials 16.0 $468.0 NEW $29.25 +45.4%
1752 HAYW HAYWARD HLDGS INC Industrials 27.0 $468.0 +9.0 +50.0% $17.33 -16.2%
1753 HOG HARLEY DAVIDSON INC Consumer Cyclical 19.0 $465.0 -1.0 -5.0% $24.47 +13.8%
1754 W WAYFAIR INC Consumer Cyclical 5.0 $463.0 +1.0 +25.0% $92.60 +12.3%
1755 WHD CACTUS INC Energy 9.0 $462.0 $51.33 +29.4%
1756 LAZ LAZARD INC Financial Services 11.0 $462.0 -1.0 -8.3% $42.00 +1.9%
1757 CNMD CONMED CORP Healthcare 14.0 $459.0 NEW $32.79 +54.0%
1758 LSCC LATTICE SEMICONDUCTOR CORP Technology 3.0 $459.0 NEW $153.00 -22.0%
1759 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 27.0 $458.0 NEW $16.96 -17.9%
1760 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4.0 $457.0 -5.0 -55.6% $114.25 +1.8%
Page 88 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%