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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 63 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 HE HAWAIIAN ELEC INDUSTRIES Utilities 43.0 $529.0 NEW $12.30 +11.3%
1242 WEC WEC ENERGY GROUP INC Utilities 5.0 $528.0 NEW $105.60 +4.8%
1243 LXEO LEXEO THERAPEUTICS INC Healthcare 53.0 $527.0 NEW $9.94 -47.4%
1244 LINE LINEAGE INC Real Estate 15.0 $525.0 NEW $35.00 +14.4%
1245 COTY COTY INC Consumer Defensive 170.0 $524.0 NEW $3.08 -35.8%
1246 ESS ESSEX PPTY TR INC Real Estate 2.0 $524.0 NEW $262.00 +4.5%
1247 ASTRIA THERAPEUTICS INC 40.0 $524.0 NEW $13.10
1248 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 26.0 $523.0 NEW $20.12 -44.4%
1249 EXR EXTRA SPACE STORAGE INC Real Estate 4.0 $521.0 NEW $130.25 +10.5%
1250 MOH MOLINA HEALTHCARE INC Healthcare 3.0 $521.0 NEW $173.67 +4.4%
1251 BLZE BACKBLAZE INC Technology 111.0 $518.0 NEW $4.67 +57.9%
1252 ENR ENERGIZER HLDGS INC NEW Industrials 26.0 $518.0 NEW $19.92 -13.2%
1253 WLK WESTLAKE CORPORATION Basic Materials 7.0 $518.0 NEW $74.00 +19.6%
1254 AX AXOS FINANCIAL INC Financial Services 6.0 $517.0 NEW $86.17 -0.3%
1255 CIFR CIPHER MINING INC Financial Services 35.0 $517.0 NEW $14.77 +45.7%
1256 RHI ROBERT HALF INC. Industrials 19.0 $517.0 NEW $27.21 -3.6%
1257 GEO GEO GROUP INC NEW Industrials 32.0 $516.0 NEW $16.12 +43.3%
1258 GNW GENWORTH FINL INC Financial Services 57.0 $515.0 NEW $9.04 +2.4%
1259 WPC WP CAREY INC Real Estate 8.0 $515.0 NEW $64.38 +16.5%
1260 AAT AMERICAN ASSETS TR INC Real Estate 27.0 $512.0 NEW $18.96 +16.8%
Page 63 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%