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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 26 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 APTIV PLC 62.0 $4K 0.00% +23.0 +59.0% $61.39
502 STE STERIS PLC Healthcare 18.0 $4K 0.00% +6.0 +50.0% $210.61 +12.4%
503 CPB THE CAMPBELLS COMPANY Consumer Defensive 170.0 $4K 0.00% +169.0 +10000.0% $22.27 +4.3%
504 ONB OLD NATL BANCORP IND Financial Services 146.0 $4K 0.00% +38.0 +35.2% $25.90 -0.5%
505 LAD LITHIA MTRS INC Consumer Cyclical 13.0 $4K 0.00% +11.0 +550.0% $290.54 +27.4%
506 PR PERMIAN RESOURCES CORP Energy 205.0 $4K 0.00% +94.0 +84.7% $18.41 +23.5%
507 U HAUL HOLDING COMPANY 65.0 $4K 0.00% +48.0 +282.4% $57.71
508 MSI MOTOROLA SOLUTIONS INC Technology 9.0 $4K 0.00% +1.0 +12.5% $415.33 +17.3%
509 BEN FRANKLIN RESOURCES INC Financial Services 112.0 $4K 0.00% +11.0 +10.9% $33.28 +5.2%
510 LSTR LANDSTAR SYS INC Industrials 18.0 $4K 0.00% +9.0 +100.0% $206.83 -12.2%
511 BBY BEST BUY INC Consumer Cyclical 49.0 $4K 0.00% +15.0 +44.1% $75.90 +15.2%
512 EL LAUDER ESTEE COS INC Consumer Defensive 47.0 $4K 0.00% +34.0 +261.5% $78.96 +33.1%
513 MEDP MEDPACE HLDGS INC Healthcare 7.0 $4K 0.00% +2.0 +40.0% $529.71 +16.9%
514 UBER UBER TECHNOLOGIES INC Technology 51.0 $4K 0.00% +12.0 +30.8% $72.18 +8.7%
515 TSCO TRACTOR SUPPLY CO Consumer Cyclical 116.0 $4K 0.00% +87.0 +300.0% $31.61 +10.7%
516 LYV LIVE NATION ENTERTAINMENT IN Communication Services 20.0 $4K 0.00% +7.0 +53.9% $183.15 -0.3%
517 UEC URANIUM ENERGY CORP Energy 339.0 $4K 0.00% +320.0 +1684.2% $10.66 +23.2%
518 ZION ZIONS BANCORPORATION NATL AS Financial Services 52.0 $4K 0.00% +25.0 +92.6% $69.19 -1.3%
519 AVB AVALONBAY CMNTYS INC Real Estate 19.0 $4K 0.00% +8.0 +72.7% $188.74 -2.5%
520 RMBS RAMBUS INC DEL Technology 27.0 $4K 0.00% +20.0 +285.7% $132.74 -32.2%
Page 26 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%