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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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NAVN NAVAN INC Technology 32 $547.0 SOLD
42 SIGA SIGA TECHNOLOGIES INC Healthcare 89 $544.0 SOLD
43 JJSF J & J SNACK FOODS CORP Consumer Defensive 6 $543.0 SOLD
44 MAN MANPOWERGROUP INC WIS Industrials 18 $536.0 SOLD
45 LXEO LEXEO THERAPEUTICS INC Healthcare 53 $527.0 SOLD
46 ASTRIA THERAPEUTICS INC 40 $524.0 SOLD
47 BLZE BACKBLAZE INC Technology 111 $518.0 SOLD
48 RHI ROBERT HALF INC. Industrials 19 $517.0 SOLD
49 GEO GEO GROUP INC NEW Industrials 32 $516.0 SOLD
50 GCBC GREENE CNTY BANCORP INC Financial Services 23 $512.0 SOLD
51 SMMT SUMMIT THERAPEUTICS INC Healthcare 29 $508.0 SOLD
52 EQR EQUITY RESIDENTIAL Real Estate 8 $505.0 SOLD
53 POOL POOL CORP Industrials 2 $458.0 SOLD
54 IVVD INVIVYD INC Healthcare 178 $440.0 SOLD
55 CHE CHEMED CORP NEW Healthcare 1 $428.0 SOLD
56 QLYS QUALYS INC Technology 3 $399.0 SOLD
57 ICLR ICON PLC Healthcare 2 $365.0 SOLD
58 BMI BADGER METER INC Technology 2 $349.0 SOLD
59 DAYFORCE INC 5 $346.0 SOLD
60 RGEN REPLIGEN CORP Healthcare 2 $328.0 SOLD
Page 3 of 5  ·  92 positions
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%