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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 64 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ACT ENACT HLDGS INC Financial Services 29.0 $1K +19.0 +190.0% $45.72 +7.3%
1262 UNF UNIFIRST CORP MASS Industrials 5.0 $1K +3.0 +150.0% $264.60 +8.0%
1263 PSKY PARAMOUNT SKYDANCE CORP Communication Services 134.0 $1K +90.0 +204.6% $9.87 +9.5%
1264 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 21.0 $1K +3.0 +16.7% $61.86 -8.1%
1265 WSC WILLSCOT HLDGS CORP Industrials 45.0 $1K NEW $28.87 -27.5%
1266 SLM SLM CORP Financial Services 50.0 $1K +23.0 +85.2% $25.94 +3.2%
1267 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 15.0 $1K +6.0 +66.7% $86.20 -5.1%
1268 RBC RBC BEARINGS INC Industrials 2.0 $1K $644.50 -21.0%
1269 AIR AAR CORP Industrials 9.0 $1K +5.0 +125.0% $143.00 -5.0%
1270 AMBA AMBARELLA INC Technology 15.0 $1K NEW $85.80 -17.1%
1271 EZPW EZCORP INC Financial Services 37.0 $1K $34.59 -0.5%
1272 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1.0 $1K -1.0 -50.0% $1278.00 +10.1%
1273 EPR EPR PPTYS Real Estate 22.0 $1K +12.0 +120.0% $58.05 +2.7%
1274 CACC CREDIT ACCEP CORP MICH Financial Services 2.0 $1K $637.00 -5.7%
1275 NGVT INGEVITY CORP Basic Materials 17.0 $1K +2.0 +13.3% $74.71 -6.6%
1276 TROX TRONOX HOLDINGS PLC Basic Materials 201.0 $1K NEW $6.30 -12.9%
1277 SAIA SAIA INC Industrials 3.0 $1K +1.0 +50.0% $421.33 -16.2%
1278 SSD SIMPSON MFG INC Industrials 6.0 $1K +1.0 +20.0% $209.50 -12.9%
1279 RUM RUM GROUP INC Technology 198.0 $1K NEW $6.34 +48.7%
1280 INDB INDEPENDENT BK CORP MASS Financial Services 15.0 $1K +2.0 +15.4% $83.73 -1.6%
Page 64 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%