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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 40 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CNP CENTERPOINT ENERGY INC Utilities 104.0 $5K 0.00% +40.0 +62.5% $44.05 -10.1%
782 MTZ MASTEC INC Industrials 11.0 $5K 0.00% +2.0 +22.2% $416.09 -40.2%
783 AIZ ASSURANT INC Financial Services 17.0 $5K 0.00% +5.0 +41.7% $268.59 +7.4%
784 NI NISOURCE INC Utilities 96.0 $5K 0.00% +22.0 +29.7% $47.55 -13.5%
785 INVH INVITATION HOMES INC Real Estate 151.0 $5K 0.00% +131.0 +655.0% $30.21 -1.1%
786 AMH AMERICAN HOMES 4 RENT Real Estate 136.0 $5K 0.00% +100.0 +277.8% $33.52 +1.9%
787 ARMK ARAMARK Industrials 80.0 $5K 0.00% +38.0 +90.5% $56.90 +4.6%
788 CW CURTISS WRIGHT CORP Industrials 6.0 $5K 0.00% -1.0 -14.3% $757.83 -18.3%
789 MKC MCCORMICK & CO INC Consumer Defensive 90.0 $5K 0.00% +63.0 +233.3% $50.42 +9.3%
790 ST SENSATA TECHNOLOGIES HLDG PL Technology 95.0 $5K 0.00% +28.0 +41.8% $47.75 -10.8%
791 FN FABRINET Technology 8.0 $4K 0.00% +1.0 +14.3% $562.12 -22.1%
792 SYF SYNCHRONY FINANCIAL Financial Services 59.0 $4K 0.00% +8.0 +15.7% $76.05 +4.9%
793 BUNGE GLOBAL SA 42.0 $4K 0.00% +5.0 +13.5% $106.74
794 ATO ATMOS ENERGY CORP Utilities 26.0 $4K 0.00% -4.0 -13.3% $172.31 -1.7%
795 MAS MASCO CORP Industrials 55.0 $4K 0.00% +42.0 +323.1% $81.38 -9.6%
796 DGX QUEST DIAGNOSTICS INC Healthcare 21.0 $4K 0.00% +6.0 +40.0% $211.95 +15.6%
797 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 51.0 $4K 0.00% +20.0 +64.5% $87.24 +7.0%
798 MAIR MADISON AIR SOLUTIONS CORP Industrials 114.0 $4K 0.00% NEW $39.00 -26.9%
799 INCY INCYTE CORP Healthcare 39.0 $4K 0.00% +14.0 +56.0% $113.38 +13.0%
800 FLS FLOWSERVE CORP Industrials 59.0 $4K 0.00% +15.0 +34.1% $74.17 +11.6%
Page 40 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%