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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $505M AUM 1,934 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 292 New 1015 Added 257 Reduced 88 Exited
Page 21 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LHX L3HARRIS TECHNOLOGIES INC Industrials 84.0 $24K 0.01% +11.0 +15.1% $290.60 -9.5%
402 SFL SFL CORPORATION LTD Industrials 2,393.0 $24K 0.01% $10.20 +20.2%
403 LIN LINDE PLC Basic Materials 47.0 $24K 0.01% +17.0 +56.7% $518.96 -6.4%
404 ESE ESCO TECHNOLOGIES INC Technology 69.0 $24K 0.01% +2.0 +3.0% $350.04 -20.6%
405 PLTR PALANTIR TECHNOLOGIES INC Technology 205.0 $24K 0.01% -1K -86.6% $116.67 +50.7%
406 RSG REPUBLIC SVCS INC Industrials 112.0 $24K 0.01% +23.0 +25.8% $213.08 +4.1%
407 ABSI ABSCI CORPORATION Healthcare 2,044.0 $24K 0.01% -2K -43.2% $11.59 -18.0%
408 NEE NEXTERA ENERGY INC Utilities 258.0 $23K 0.00% -34.0 -11.6% $87.77 -4.5%
409 MTB M & T BK CORP Financial Services 95.0 $23K 0.00% +3.0 +3.3% $238.01 +0.9%
410 PMT PENNYMAC MTG INVT TR Real Estate 2,000.0 $23K 0.00% $11.28 -18.1%
411 HPE HEWLETT PACKARD ENTERPRISE C Technology 500.0 $23K 0.00% +138.0 +38.1% $45.11 +19.4%
412 EMN EASTMAN CHEM CO Basic Materials 333.0 $22K 0.00% +20.0 +6.4% $66.98 +6.8%
413 ALB ALBEMARLE CORP Basic Materials 164.0 $22K 0.00% -52.0 -24.1% $135.03 -0.9%
414 SPGI S&P GLOBAL INC Financial Services 54.0 $22K 0.00% +10.0 +22.7% $407.28 +6.4%
415 INOD INNODATA INC Technology 290.0 $22K 0.00% -60.0 -17.1% $75.58 -24.2%
416 MSCI MSCI INC Financial Services 39.0 $22K 0.00% +3.0 +8.3% $560.05 +1.0%
417 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 269.0 $22K 0.00% +29.0 +12.1% $81.16 -9.7%
418 XOVR ENTREPRENEURSHARES SERIES TR 1,030.0 $22K 0.00% NEW $21.05 -2.9%
419 PH PARKER-HANNIFIN CORP Industrials 22.0 $22K 0.00% +5.0 +29.4% $978.14 +4.1%
420 KEYS KEYSIGHT TECHNOLOGIES INC Technology 61.0 $21K 0.00% +8.0 +15.1% $350.08 -9.2%
Page 21 of 97  ·  1,934 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 34.7%
Financial Services 21.0%
Industrials 12.3%
Healthcare 9.4%
Consumer Cyclical 7.8%
Communication Services 3.6%
Energy 3.2%
Real Estate 2.8%
Consumer Defensive 2.4%
Utilities 2.1%