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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 15 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PENN PENN ENTERTAINMENT INC Consumer Cyclical 6.0 $129.0 NEW $21.50 -15.1%
282 KINIKSA PHARMACEUTICALS INTL 2.0 $128.0 NEW $64.00
283 CC CHEMOURS CO Basic Materials 6.0 $124.0 NEW $20.67 -25.5%
284 ZETA ZETA GLOBAL HOLDINGS CORP Technology 6.0 $119.0 NEW $19.83 +43.5%
285 SLVM SYLVAMO CORP Basic Materials 3.0 $114.0 NEW $38.00 -2.9%
286 GAIN GLADSTONE INVT CORP Financial Services 7.0 $109.0 NEW $15.57 +6.0%
287 LUNR INTUITIVE MACHINES INC Industrials 4.0 $86.0 NEW $21.50 -22.5%
288 STEP STEPSTONE GROUP INC Financial Services 2.0 $83.0 NEW $41.50 +18.6%
289 COHEN & STEERS QUALITY INCOM 5,111.0 $77.0 NEW $0.02
290 BKD BROOKDALE SR LIVING INC Healthcare 3.0 $49.0 NEW $16.33 -25.8%
291 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 1.0 $38.0 NEW $38.00 +123.1%
292 CTRI CENTURI HOLDINGS INC Utilities 1.0 $31.0 NEW $31.00 -32.9%
Page 15 of 15  ·  292 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%