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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 55 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 25.0 $2K +6.0 +31.6% $88.60 -36.4%
1082 VIRT VIRTU FINL INC Financial Services 37.0 $2K +10.0 +37.0% $59.59 +12.5%
1083 LUMN LUMEN TECHNOLOGIES INC Communication Services 287.0 $2K +104.0 +56.8% $7.68 -20.1%
1084 INTERNATIONAL BANCSHARES COR 29.0 $2K +12.0 +70.6% $75.97
1085 PB PROSPERITY BANCSHARES INC Financial Services 30.0 $2K +18.0 +150.0% $73.03 -0.5%
1086 TPL TEXAS PACIFIC LAND CORPORATI Energy 5.0 $2K -2.0 -28.6% $437.80 -15.6%
1087 NJR NEW JERSEY RES CORP Utilities 39.0 $2K +3.0 +8.3% $56.05 -4.1%
1088 CROX CROCS INC Consumer Cyclical 18.0 $2K +13.0 +260.0% $120.67 +0.8%
1089 CATY CATHAY GEN BANCORP Financial Services 35.0 $2K $62.00 +0.2%
1090 JXN JACKSON FINANCIAL INC Financial Services 21.0 $2K +1.0 +5.0% $102.43 +30.3%
1091 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 27.0 $2K +23.0 +575.0% $79.56 +38.4%
1092 USAU U S GOLD CORP Basic Materials 140.0 $2K NEW $15.34 +7.5%
1093 HHH HOWARD HUGHES HOLDINGS INC Real Estate 30.0 $2K NEW $71.50 -9.2%
1094 KFY KORN FERRY Industrials 32.0 $2K +26.0 +433.3% $66.59 +27.1%
1095 TTI TETRA TECHNOLOGIES INC DEL Energy 188.0 $2K $11.34 -38.9%
1096 SCI SERVICE CORP INTL Consumer Cyclical 28.0 $2K +7.0 +33.3% $75.96 +9.9%
1097 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 11.0 $2K +1.0 +10.0% $193.27 +3.5%
1098 LIBERTY LIVE HOLDINGS INC 20.0 $2K +5.0 +33.3% $105.65
1099 OII OCEANEERING INTL INC Energy 52.0 $2K +17.0 +48.6% $40.54 +26.3%
1100 PLXS PLEXUS CORP Technology 7.0 $2K +3.0 +75.0% $300.71 -18.4%
Page 55 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%