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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ROCK GIBRALTAR INDS INC Industrials 2 $99.0 SOLD
82 TEGNA INC 5 $98.0 SOLD
83 TDOC TELADOC HEALTH INC Healthcare 13 $91.0 SOLD
84 HRB BLOCK H & R INC Consumer Cyclical 2 $88.0 SOLD
85 MNKD MANNKIND CORP Healthcare 14 $80.0 SOLD
86 WHR WHIRLPOOL CORP Consumer Cyclical 1 $73.0 SOLD
87 AZTA AZENTA INC Healthcare 2 $67.0 SOLD
88 BLKB BLACKBAUD INC Technology 1 $64.0 SOLD
89 ENOV ENOVIS CORPORATION Industrials 2 $54.0 SOLD
90 NCNO NCINO INC Technology 2 $52.0 SOLD
91 SNAP SNAP INC Communication Services 3 $25.0 SOLD
92 CXM SPRINKLR INC Technology 1 $8.0 SOLD
Page 5 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%