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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 34 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 APG API GROUP CORP Industrials 67.0 $3K 0.00% NEW $38.27 +8.4%
662 FCN FTI CONSULTING INC Industrials 15.0 $3K 0.00% NEW $170.87 -10.3%
663 KR KROGER CO Consumer Defensive 41.0 $3K 0.00% NEW $62.49 +7.3%
664 CSL CARLISLE COS INC Industrials 8.0 $3K 0.00% NEW $319.88 +3.9%
665 TGT TARGET CORP Consumer Defensive 26.0 $3K 0.00% NEW $97.77 +25.1%
666 AVB AVALONBAY CMNTYS INC Real Estate 14.0 $3K 0.00% NEW $181.36 +1.5%
667 D DOMINION ENERGY INC Utilities 43.0 $3K 0.00% NEW $58.60 +16.5%
668 MDB MONGODB INC Technology 6.0 $3K 0.00% NEW $419.83 -24.4%
669 KVUE KENVUE INC Consumer Defensive 146.0 $3K 0.00% NEW $17.25 +1.2%
670 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 9.0 $3K 0.00% NEW $279.00 -9.0%
671 MLM MARTIN MARIETTA MATLS INC Basic Materials 4.0 $2K 0.00% NEW $622.75 -13.6%
672 MAR MARRIOTT INTL INC NEW Consumer Cyclical 8.0 $2K 0.00% NEW $310.25 +19.4%
673 CDE COEUR MNG INC Basic Materials 139.0 $2K 0.00% NEW $17.83 -0.0%
674 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 43.0 $2K 0.00% NEW $57.51 +34.1%
675 BKR BAKER HUGHES COMPANY Energy 54.0 $2K 0.00% NEW $45.56 +44.4%
676 CMS CMS ENERGY CORP Utilities 35.0 $2K 0.00% NEW $69.94 +5.3%
677 EHC ENCOMPASS HEALTH CORP Healthcare 23.0 $2K 0.00% NEW $106.17 -1.6%
678 FLO FLOWERS FOODS INC Consumer Defensive 224.0 $2K 0.00% NEW $10.88 -35.6%
679 FLS FLOWSERVE CORP Industrials 35.0 $2K 0.00% NEW $69.40 -1.0%
680 ULTA ULTA BEAUTY INC Consumer Cyclical 4.0 $2K 0.00% NEW $605.25 -18.5%
Page 34 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%