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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 38 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 TRGP TARGA RES CORP Energy 11.0 $2K NEW $184.55 +46.7%
742 IQVIA HLDGS INC 9.0 $2K NEW $225.44
743 SIFY TECHNOLOGIES LTD 166.0 $2K NEW $12.19
744 LFUS LITTELFUSE INC Technology 8.0 $2K NEW $253.00 +75.5%
745 AMG AFFILIATED MANAGERS GROUP IN Financial Services 7.0 $2K NEW $288.29 +5.0%
746 BC BRUNSWICK CORP Consumer Cyclical 27.0 $2K NEW $74.26 +6.0%
747 TTMI TTM TECHNOLOGIES INC Technology 29.0 $2K NEW $69.00 +145.4%
748 SIRI SIRIUSXM HOLDINGS INC Communication Services 100.0 $2K NEW $20.00 +35.2%
749 KIM KIMCO RLTY CORP Real Estate 98.0 $2K NEW $20.28 +18.6%
750 INCY INCYTE CORP Healthcare 20.0 $2K NEW $98.80 -1.4%
751 GL GLOBE LIFE INC Financial Services 14.0 $2K NEW $139.93 +11.9%
752 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4.0 $2K NEW $487.25 +15.7%
753 ELAN ELANCO ANIMAL HEALTH INC Healthcare 86.0 $2K NEW $22.64 -5.8%
754 IESC IES HLDGS INC Industrials 5.0 $2K NEW $389.20 +66.5%
755 CMC COMMERCIAL METALS CO Basic Materials 28.0 $2K NEW $69.25 +2.1%
756 AIZ ASSURANT INC Financial Services 8.0 $2K NEW $240.88 +6.2%
757 ACI ALBERTSONS COS INC Consumer Defensive 112.0 $2K NEW $17.18 -5.3%
758 HQY HEALTHEQUITY INC Healthcare 21.0 $2K NEW $91.62 -5.7%
759 SYF SYNCHRONY FINANCIAL Financial Services 23.0 $2K NEW $83.43 -13.6%
760 TXT TEXTRON INC Industrials 22.0 $2K NEW $87.18 +2.7%
Page 38 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%