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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 39 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 COMERICA INC 22.0 $2K NEW $86.95
762 ALLE ALLEGION PLC Industrials 12.0 $2K NEW $159.25 -17.9%
763 DGX QUEST DIAGNOSTICS INC Healthcare 11.0 $2K NEW $173.55 +11.7%
764 ABNB AIRBNB INC Consumer Cyclical 14.0 $2K NEW $135.79 -1.1%
765 CRS CARPENTER TECHNOLOGY CORP Industrials 6.0 $2K NEW $315.00 +39.1%
766 FE FIRSTENERGY CORP Utilities 42.0 $2K NEW $44.79 +1.6%
767 CHTR CHARTER COMMUNICATIONS INC N Communication Services 9.0 $2K NEW $208.78 -28.7%
768 ARW ARROW ELECTRS INC Technology 17.0 $2K NEW $110.24 +93.1%
769 PCG PG&E CORP Utilities 116.0 $2K NEW $16.08 +2.3%
770 FNB F N B CORP Financial Services 109.0 $2K NEW $17.10 +2.2%
771 DE DEERE & CO Industrials 4.0 $2K NEW $465.75 +14.1%
772 SM SM ENERGY CO Energy 99.0 $2K NEW $18.71 +86.1%
773 AXTA AXALTA COATING SYS LTD Basic Materials 57.0 $2K NEW $32.32 -9.9%
774 RGA REINSURANCE GRP OF AMERICA I Financial Services 9.0 $2K NEW $203.56 +5.2%
775 FSLR FIRST SOLAR INC Energy 7.0 $2K NEW $261.29 -4.7%
776 VICI VICI PPTYS INC Real Estate 65.0 $2K NEW $28.12 +1.0%
777 WBS WEBSTER FINL CORP Financial Services 29.0 $2K NEW $62.97 +16.1%
778 GRMN GARMIN LTD Technology 9.0 $2K NEW $202.89 +18.2%
779 WTFC WINTRUST FINL CORP Financial Services 13.0 $2K NEW $139.85 +7.1%
780 FHN FIRST HORIZON CORPORATION Financial Services 76.0 $2K NEW $23.91 +0.8%
Page 39 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%