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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 9 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DHR DANAHER CORP DEL Healthcare 152.0 $29K 0.01% +31.0 +25.6% $190.48 +13.0%
162 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 29.0 $28K 0.01% +10.0 +52.6% $965.00 -17.7%
163 ALL ALLSTATE CORP Financial Services 111.0 $26K 0.01% +25.0 +29.1% $237.95 +9.3%
164 TFC TRUIST FINL CORP Financial Services 506.0 $25K 0.01% +45.0 +9.8% $49.82 +2.0%
165 CRWD CROWDSTRIKE HLDGS INC Technology 33.0 $25K 0.01% +27.0 +450.0% $190.79 -0.1%
166 CBRE CBRE GROUP INC Real Estate 186.0 $25K 0.01% +11.0 +6.3% $134.69 +12.8%
167 CRWV COREWEAVE INC Technology 250.0 $25K 0.01% +39.0 +18.5% $99.54 -13.4%
168 HST HOST HOTELS & RESORTS INC Real Estate 1,032.0 $24K 0.01% +996.0 +2766.7% $23.71 -2.2%
169 LHX L3HARRIS TECHNOLOGIES INC Industrials 84.0 $24K 0.01% +11.0 +15.1% $290.60 -9.6%
170 LIN LINDE PLC Basic Materials 47.0 $24K 0.01% +17.0 +56.7% $518.96 -5.6%
171 ESE ESCO TECHNOLOGIES INC Technology 69.0 $24K 0.01% +2.0 +3.0% $350.04 -21.3%
172 RSG REPUBLIC SVCS INC Industrials 112.0 $24K 0.01% +23.0 +25.8% $213.08 +4.7%
173 MTB M & T BK CORP Financial Services 95.0 $23K 0.00% +3.0 +3.3% $238.01 +1.6%
174 HPE HEWLETT PACKARD ENTERPRISE C Technology 500.0 $23K 0.00% +138.0 +38.1% $45.11 +16.2%
175 EMN EASTMAN CHEM CO Basic Materials 333.0 $22K 0.00% +20.0 +6.4% $66.98 +8.5%
176 SPGI S&P GLOBAL INC Financial Services 54.0 $22K 0.00% +10.0 +22.7% $407.28 +6.9%
177 MSCI MSCI INC Financial Services 39.0 $22K 0.00% +3.0 +8.3% $560.05 +2.0%
178 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 269.0 $22K 0.00% +29.0 +12.1% $81.16 -9.4%
179 PH PARKER-HANNIFIN CORP Industrials 22.0 $22K 0.00% +5.0 +29.4% $978.14 +3.7%
180 KEYS KEYSIGHT TECHNOLOGIES INC Technology 61.0 $21K 0.00% +8.0 +15.1% $350.08 -11.3%
Page 9 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%