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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 58 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 FIBK FIRST INTST BANCSYSTEM INC Financial Services 48.0 $2K +1.0 +2.1% $38.56 -3.4%
1142 DT DYNATRACE INC Technology 42.0 $2K +15.0 +55.6% $43.93 +21.6%
1143 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 20.0 $2K -10.0 -33.3% $92.10 -4.6%
1144 ISHARES TR 37.0 $2K $49.57
1145 OZK BANK OZK LITTLE ROCK ARK Financial Services 35.0 $2K +17.0 +94.4% $52.11 -5.1%
1146 REPOSITRAK INC 202.0 $2K +134.0 +197.1% $9.00
1147 RKT ROCKET COS INC Financial Services 115.0 $2K +70.0 +155.6% $15.76 -9.6%
1148 TRU TRANSUNION Industrials 25.0 $2K +11.0 +78.6% $72.16 +17.3%
1149 GH GUARDANT HEALTH INC Healthcare 12.0 $2K +5.0 +71.4% $150.08 +12.3%
1150 BAX BAXTER INTL INC Healthcare 83.0 $2K +54.0 +186.2% $21.33 +21.6%
1151 CG CARLYLE GROUP INC Financial Services 42.0 $2K +15.0 +55.6% $42.12 +16.9%
1152 PSMT PRICESMART INC Consumer Defensive 9.0 $2K +4.0 +80.0% $195.44 -11.5%
1153 HRB BLOCK H & R INC Consumer Cyclical 46.0 $2K NEW $38.09 +37.9%
1154 DIOD DIODES INC Technology 16.0 $2K +10.0 +166.7% $109.50 -17.0%
1155 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 7.0 $2K +2.0 +40.0% $250.00 -6.8%
1156 RB GLOBAL INC 15.0 $2K +10.0 +200.0% $116.47
1157 UIS UNISYS CORP Technology 474.0 $2K NEW $3.66 -25.7%
1158 HAS HASBRO INC Consumer Cyclical 21.0 $2K -6.0 -22.2% $82.62 +14.0%
1159 DOCN DIGITALOCEAN HLDGS INC Technology 11.0 $2K +6.0 +120.0% $157.09 -22.5%
1160 COMP COMPASS INC Technology 140.0 $2K NEW $12.34 -10.0%
Page 58 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%