BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 93 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 SJNK SPDR SERIES TRUST 9.0 $226.0 $25.11 -0.8%
1842 GEF GREIF INC Consumer Cyclical 3.0 $224.0 +2.0 +200.0% $74.67 +13.3%
1843 FBK FB FINL CORP Financial Services 4.0 $222.0 $55.50 +3.2%
1844 SOC SABLE OFFSHORE CORP Energy 72.0 $222.0 NEW $3.08 +52.8%
1845 SLAB SILICON LABORATORIES INC Technology 1.0 $219.0 $219.00 -0.3%
1846 UAA UNDER ARMOUR INC Consumer Cyclical 34.0 $218.0 +13.0 +61.9% $6.41 -20.1%
1847 SIRIUSPOINT LTD 9.0 $216.0 $24.00
1848 BIRKENSTOCK HOLDING PLC 5.0 $216.0 -5.0 -50.0% $43.20
1849 MMS MAXIMUS INC Industrials 4.0 $216.0 -16.0 -80.0% $54.00 +8.4%
1850 PACS PACS GROUP INC Financial Services 5.0 $214.0 +2.0 +66.7% $42.80 +2.7%
1851 LCII LCI INDS Consumer Cyclical 2.0 $212.0 -2.0 -50.0% $106.00 -1.2%
1852 BKE BUCKLE INC Consumer Cyclical 5.0 $211.0 -3.0 -37.5% $42.20 +3.6%
1853 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 7.0 $209.0 NEW $29.86 -12.8%
1854 MJ AMPLIFY ETF TR 8.0 $206.0 $25.75 +3.7%
1855 ASH ASHLAND INC Basic Materials 3.0 $198.0 -3.0 -50.0% $66.00 +11.8%
1856 EFSC ENTERPRISE FINL SVCS CORP Financial Services 3.0 $198.0 +2.0 +200.0% $66.00 -4.0%
1857 CWT CALIFORNIA WTR SVC GROUP Utilities 4.0 $195.0 +1.0 +33.3% $48.75 +3.8%
1858 DNLI DENALI THERAPEUTICS INC Healthcare 7.0 $181.0 +2.0 +40.0% $25.86 -3.6%
1859 LENNAR CORP 2.0 $178.0 +1.0 +100.0% $89.00
1860 HAMILTON INSURANCE GROUP LTD 5.0 $170.0 NEW $34.00
Page 93 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%