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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 38 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AVY AVERY DENNISON CORP Industrials 31.0 $5K 0.00% +11.0 +55.0% $162.35 +12.3%
742 IQVIA HLDGS INC 26.0 $5K 0.00% +11.0 +73.3% $193.23
743 EVEREST GROUP LTD 14.0 $5K 0.00% +5.0 +55.6% $357.29
744 AWK AMERICAN WTR WKS CO INC NEW Utilities 38.0 $5K 0.00% +27.0 +245.4% $131.61 +4.5%
745 UMBF UMB FINL CORP Financial Services 35.0 $5K 0.00% +23.0 +191.7% $142.77 +0.4%
746 CRL CHARLES RIV LABS INTL INC Healthcare 22.0 $5K 0.00% +7.0 +46.7% $226.82 +30.1%
747 ASTS AST SPACEMOBILE INC Technology 56.0 $5K 0.00% +8.0 +16.7% $88.88 -32.6%
748 COIN COINBASE GLOBAL INC Financial Services 34.0 $5K 0.00% -4.0 -10.5% $146.21 +24.3%
749 FAST FASTENAL CO Industrials 103.0 $5K 0.00% +32.0 +45.1% $48.04 +6.5%
750 CRS CARPENTER TECHNOLOGY CORP Industrials 8.0 $5K 0.00% +1.0 +14.3% $616.88 -21.6%
751 UNM UNUM GROUP Financial Services 55.0 $5K 0.00% +23.0 +71.9% $89.40 +2.4%
752 EQH EQUITABLE HLDGS INC Financial Services 112.0 $5K 0.00% +91.0 +433.3% $43.88 +13.6%
753 CR CRANE COMPANY Industrials 22.0 $5K 0.00% +13.0 +144.4% $223.09 -6.0%
754 AUR AURORA INNOVATION INC Technology 718.0 $5K 0.00% +489.0 +213.5% $6.82 -15.5%
755 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 9.0 $5K 0.00% +2.0 +28.6% $541.89 -4.7%
756 ASM AVINO SILVER & GOLD MINES LT Basic Materials 768.0 $5K 0.00% NEW $6.34 +19.7%
757 THC TENET HEALTHCARE CORP Healthcare 26.0 $5K 0.00% +3.0 +13.0% $187.12 +46.5%
758 FTEC FIDELITY COVINGTON TRUST 17.0 $5K 0.00% $285.59 -1.4%
759 QRVO QORVO INC Technology 52.0 $5K 0.00% +21.0 +67.7% $93.29 +2.0%
760 ESI ELEMENT SOLUTIONS INC Basic Materials 101.0 $5K 0.00% +54.0 +114.9% $47.75 -24.6%
Page 38 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%