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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $418M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1690 New
Page 29 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HII HUNTINGTON INGALLS INDS INC Industrials 11.0 $4K 0.00% NEW $340.09 -6.6%
562 VTRS VIATRIS INC Healthcare 298.0 $4K 0.00% NEW $12.45 +33.2%
563 PLD PROLOGIS INC. Real Estate 29.0 $4K 0.00% NEW $127.69 +13.3%
564 COHR COHERENT CORP Technology 20.0 $4K 0.00% NEW $184.60 +104.8%
565 WCC WESCO INTL INC Industrials 15.0 $4K 0.00% NEW $244.67 +43.0%
566 ACGL ARCH CAP GROUP LTD Financial Services 38.0 $4K 0.00% NEW $95.92 +0.2%
567 FANG DIAMONDBACK ENERGY INC Energy 24.0 $4K 0.00% NEW $150.33 +33.7%
568 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 40.0 $4K 0.00% NEW $89.92 +5.2%
569 HAL HALLIBURTON CO Energy 127.0 $4K 0.00% NEW $28.27 +48.4%
570 GIS GENERAL MLS INC Consumer Defensive 77.0 $4K 0.00% NEW $46.51 -28.0%
571 AEIS ADVANCED ENERGY INDS Industrials 17.0 $4K 0.00% NEW $209.41 +54.6%
572 VDE VANGUARD WORLD FD 28.0 $4K 0.00% NEW $125.93 +32.8%
573 PH PARKER-HANNIFIN CORP Industrials 4.0 $4K 0.00% NEW $879.00 -2.2%
574 THG HANOVER INS GROUP INC Financial Services 19.0 $3K 0.00% NEW $182.79 +6.4%
575 WAB WABTEC Industrials 16.0 $3K 0.00% NEW $213.50 +21.4%
576 ASTS AST SPACEMOBILE INC Technology 47.0 $3K 0.00% NEW $72.64 +32.5%
577 LIN LINDE PLC Basic Materials 8.0 $3K 0.00% NEW $426.50 +20.6%
578 USFD US FOODS HLDG CORP Consumer Defensive 45.0 $3K 0.00% NEW $75.33 +7.7%
579 VST VISTRA CORP Utilities 21.0 $3K 0.00% NEW $161.33 -10.7%
580 THC TENET HEALTHCARE CORP Healthcare 17.0 $3K 0.00% NEW $198.76 -5.7%
Page 29 of 85  ·  1,690 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 34.8%
Financial Services 22.1%
Industrials 12.5%
Healthcare 10.6%
Consumer Cyclical 6.0%
Communication Services 4.9%
Real Estate 2.8%
Consumer Defensive 2.6%
Energy 2.3%
Utilities 0.9%