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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 90 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 VVV VALVOLINE INC Energy 10.0 $396.0 +1.0 +11.1% $39.60 -15.3%
1782 DXC DXC TECHNOLOGY CO Technology 44.0 $390.0 +41.0 +1366.7% $8.86 +20.3%
1783 WAFD WAFD INC Financial Services 10.0 $384.0 +4.0 +66.7% $38.40 -5.3%
1784 SPRO SPERO THERAPEUTICS INC Healthcare 172.0 $381.0 NEW $2.22 -45.4%
1785 VICR VICOR CORP Technology 1.0 $380.0 $380.00 -47.7%
1786 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 11.0 $380.0 -19.0 -63.3% $34.55 +26.2%
1787 NWBI NORTHWEST BANCSHARES INC Financial Services 25.0 $379.0 +9.0 +56.2% $15.16 +1.3%
1788 GAMESTOP CORP 17.0 $376.0 +10.0 +142.9% $22.12
1789 DAVE INC 1.0 $373.0 $373.00
1790 BKH BLACK HILLS CORP Utilities 5.0 $372.0 -1K -99.7% $74.40 -0.8%
1791 MGRC MCGRATH RENTCORP Industrials 3.0 $364.0 +1.0 +50.0% $121.33 -4.5%
1792 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 10.0 $363.0 +8.0 +400.0% $36.30 -1.2%
1793 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 21.0 $362.0 $17.24 +1.1%
1794 SXI STANDEX INTL CORP Industrials 1.0 $358.0 NEW $358.00 -13.7%
1795 CNK CINEMARK HLDGS INC Communication Services 11.0 $350.0 -2.0 -15.4% $31.82 +17.8%
1796 MSGE SPHERE ENTERTAINMENT CO Communication Services 2.0 $347.0 $173.50 -53.6%
1797 REZI RESIDEO TECHNOLOGIES INC Industrials 11.0 $343.0 -7.0 -38.9% $31.18 -36.8%
1798 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 36.0 $339.0 +22.0 +157.1% $9.42 +0.5%
1799 BANR BANNER CORP Financial Services 5.0 $333.0 $66.60 +6.1%
1800 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 19.0 $331.0 $17.42 +17.1%
Page 90 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%