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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 30 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AES AES CORP Utilities 121.0 $2K +12.0 +11.0% $14.09 +4.5%
582 ARMK ARAMARK Industrials 42.0 $2K +24.0 +133.3% $40.55 +27.1%
583 NFG NATIONAL FUEL GAS CO Energy 18.0 $2K +15.0 +500.0% $94.00 -10.0%
584 WEX WEX INC Technology 11.0 $2K +7.0 +175.0% $153.09 -7.8%
585 CRBG COREBRIDGE FINL INC Financial Services 70.0 $2K +42.0 +150.0% $23.87 +15.5%
586 EGP EASTGROUP PPTYS INC Real Estate 9.0 $2K +6.0 +200.0% $185.11 +9.3%
587 SNOW SNOWFLAKE INC Technology 11.0 $2K +3.0 +37.5% $150.91 +12.4%
588 WRB BERKLEY W R CORP Financial Services 25.0 $2K +10.0 +66.7% $66.28 +3.4%
589 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5.0 $2K +2.0 +66.7% $331.00 -9.8%
590 SWX SOUTHWEST GAS HLDGS INC Utilities 19.0 $2K +2.0 +11.8% $86.95 +2.4%
591 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 10.0 $2K +5.0 +100.0% $165.20 +5.2%
592 CNH INDL N V 150.0 $2K +115.0 +328.6% $11.00
593 WSFS WSFS FINL CORP Financial Services 25.0 $2K +2.0 +8.7% $65.48 +8.1%
594 TPH TRI POINTE HOMES INC Consumer Cyclical 35.0 $2K +3.0 +9.4% $46.74 +0.4%
595 IRM IRON MTN INC DEL Real Estate 16.0 $2K +10.0 +166.7% $102.19 +20.9%
596 AXTA AXALTA COATING SYS LTD Basic Materials 59.0 $2K +2.0 +3.5% $27.71 +3.7%
597 BURL BURLINGTON STORES INC Consumer Cyclical 5.0 $2K +1.0 +25.0% $325.40 -4.7%
598 SF STIFEL FINL CORP Financial Services 22.0 $2K +10.0 +83.3% $73.95 -1.8%
599 GAP GAP INC Consumer Cyclical 67.0 $2K +21.0 +45.6% $24.21 -14.2%
600 LVS LAS VEGAS SANDS CORP Consumer Cyclical 30.0 $2K +6.0 +25.0% $53.90 -7.4%
Page 30 of 48  ·  951 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 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%