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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 20 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CORPAY INC 16.0 $5K 0.00% +2.0 +14.3% $333.31
382 PENG PENGUIN SOLUTIONS INC Technology 70.0 $5K 0.00% +41.0 +141.4% $76.01 -33.7%
383 WTFC WINTRUST FINL CORP Financial Services 33.0 $5K 0.00% +19.0 +135.7% $160.73 -6.0%
384 ONTO ONTO INNOVATION INC Technology 14.0 $5K 0.00% +5.0 +55.6% $378.50 -23.0%
385 CHRW C H ROBINSON WORLDWIDE IN Industrials 28.0 $5K 0.00% +5.0 +21.7% $188.36 -23.7%
386 AYI ACUITY INC Industrials 14.0 $5K 0.00% +2.0 +16.7% $376.71 -9.8%
387 JLL JONES LANG LASALLE INC Real Estate 17.0 $5K 0.00% +1.0 +6.2% $310.00 +26.7%
388 WELL WELLTOWER INC Real Estate 23.0 $5K 0.00% +5.0 +27.8% $227.00 +6.2%
389 STRA STRATEGIC ED INC Consumer Defensive 68.0 $5K 0.00% +64.0 +1600.0% $76.63 +12.3%
390 WBS WEBSTER FINL CORP Financial Services 68.0 $5K 0.00% +26.0 +61.9% $76.43 +1.5%
391 RGTI RIGETTI COMPUTING INC Technology 267.0 $5K 0.00% +106.0 +65.8% $19.32 -12.3%
392 WRB BERKLEY W R CORP Financial Services 73.0 $5K 0.00% +48.0 +192.0% $70.53 -2.9%
393 IESC IES HOLDINGS INC Industrials 7.0 $5K 0.00% +2.0 +40.0% $734.71 -57.4%
394 EVR EVERCORE INC Financial Services 15.0 $5K 0.00% +1.0 +7.1% $341.47 -15.2%
395 ALLY ALLY FINL INC Financial Services 111.0 $5K 0.00% +58.0 +109.4% $45.95 -7.3%
396 NWSA NEWS CORP NEW Communication Services 205.0 $5K 0.00% +68.0 +49.6% $24.83 +24.5%
397 DLTR DOLLAR TREE INC Consumer Defensive 42.0 $5K 0.00% +23.0 +121.0% $120.95 +11.2%
398 AMG AFFILIATED MANAGERS GROUP Financial Services 15.0 $5K 0.00% +4.0 +36.4% $338.40 +7.9%
399 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 65.0 $5K 0.00% +30.0 +85.7% $77.88 -12.0%
400 LH LABCORP HOLDINGS INC Healthcare 18.0 $5K 0.00% +6.0 +50.0% $280.00 +20.6%
Page 20 of 51  ·  1,015 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%