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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 64 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 26.0 $512.0 NEW $19.69 +28.6%
1262 GCBC GREENE CNTY BANCORP INC Financial Services 23.0 $512.0 NEW $22.26 +12.6%
1263 OSIS OSI SYSTEMS INC Technology 2.0 $511.0 NEW $255.50 -13.1%
1264 APLE APPLE HOSPITALITY REIT INC Real Estate 43.0 $510.0 NEW $11.86 +22.0%
1265 EXLS EXLSERVICE HOLDINGS INC Technology 12.0 $510.0 NEW $42.50 -30.6%
1266 IPAR INTERPARFUMS INC Consumer Defensive 6.0 $509.0 NEW $84.83 +9.2%
1267 MAS MASCO CORP Industrials 8.0 $508.0 NEW $63.50 +5.9%
1268 SMMT SUMMIT THERAPEUTICS INC Healthcare 29.0 $508.0 NEW $17.52 -5.1%
1269 XRN GLOBAL MED REIT INC Financial Services 15.0 $507.0 NEW $33.80 +10.7%
1270 SKY CHAMPION HOMES INC Consumer Cyclical 6.0 $507.0 NEW $84.50 -16.0%
1271 EQR EQUITY RESIDENTIAL Real Estate 8.0 $505.0 NEW $63.12 +4.9%
1272 IT GARTNER INC Technology 2.0 $505.0 NEW $252.50 -36.6%
1273 HEICO CORP NEW 2.0 $505.0 NEW $252.50
1274 ZTS ZOETIS INC Healthcare 4.0 $504.0 NEW $126.00 -35.5%
1275 FRT FEDERAL RLTY INVT TR NEW Real Estate 5.0 $504.0 NEW $100.80 +18.8%
1276 SIGI SELECTIVE INS GROUP INC Financial Services 6.0 $503.0 NEW $83.83 +8.2%
1277 SVC SERVICE PPTYS TR Real Estate 273.0 $503.0 NEW $1.84 -7.2%
1278 SMURFIT WESTROCK PLC 13.0 $503.0 NEW $38.69
1279 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 19.0 $502.0 NEW $26.42 -37.4%
1280 EPR EPR PPTYS Real Estate 10.0 $499.0 NEW $49.90 +17.5%
Page 64 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%