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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 89 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 OSCR OSCAR HEALTH INC Healthcare 16.0 $457.0 +6.0 +60.0% $28.56 +9.4%
1762 OPLN OPENLANE INC Consumer Cyclical 11.0 $454.0 +4.0 +57.1% $41.27 -16.4%
1763 TDC TERADATA CORP DEL Technology 13.0 $451.0 +5.0 +62.5% $34.69 -22.0%
1764 HAE HAEMONETICS CORP MASS Healthcare 6.0 $450.0 +1.0 +20.0% $75.00 +42.5%
1765 PATK PATRICK INDS INC Consumer Cyclical 5.0 $449.0 $89.80 -7.5%
1766 INVX INNOVEX INTERNATIONAL INC Energy 18.0 $447.0 NEW $24.83 +13.2%
1767 BANF BANCFIRST CORP Financial Services 4.0 $445.0 $111.25 +0.5%
1768 LFST LIFESTANCE HEALTH GROUP INC Healthcare 41.0 $440.0 +16.0 +64.0% $10.73 +13.0%
1769 IMMUNITYBIO INC 50.0 $438.0 $8.76
1770 WLY WILEY JOHN & SONS INC Communication Services 9.0 $437.0 NEW $48.56 +10.0%
1771 SMITHFIELD FOODS INC 18.0 $437.0 NEW $24.28
1772 RVLV REVOLVE GROUP INC Consumer Cyclical 19.0 $435.0 NEW $22.89 +2.6%
1773 ITRI ITRON INC Technology 5.0 $433.0 +1.0 +25.0% $86.60 +13.7%
1774 RBBN RIBBON COMMUNICATIONS INC Communication Services 184.0 $431.0 NEW $2.34 -12.9%
1775 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 11.0 $429.0 -24.0 -68.6% $39.00 +8.2%
1776 NTB BANK OF N T BUTTERFIELD & SO Financial Services 7.0 $417.0 $59.57 -1.7%
1777 TKO TKO GROUP HOLDINGS INC Communication Services 2.0 $403.0 $201.50 -5.5%
1778 MIST MILESTONE PHARMACEUTICALS IN Healthcare 300.0 $402.0 $1.34 -14.9%
1779 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 8.0 $399.0 -8.0 -50.0% $49.88 +5.3%
1780 PRIM PRIMORIS SVCS CORP Industrials 4.0 $397.0 -3.0 -42.9% $99.25 -22.5%
Page 89 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%