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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 73 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 SOMNIGROUP INTERNATIONAL INC 11.0 $863.0 -1.0 -8.3% $78.45
1442 ACIW ACI WORLDWIDE INC Technology 17.0 $855.0 +11.0 +183.3% $50.29 +7.8%
1443 CVLT COMMVAULT SYS INC Technology 6.0 $851.0 NEW $141.83 -1.0%
1444 DAN DANA INC Consumer Cyclical 31.0 $844.0 +4.0 +14.8% $27.23 +10.5%
1445 IOT SAMSARA INC Technology 26.0 $844.0 +7.0 +36.8% $32.46 +29.0%
1446 BRKR BRUKER CORP Healthcare 14.0 $843.0 +13.0 +1300.0% $60.21 -1.6%
1447 LASR NLIGHT INC Technology 12.0 $836.0 NEW $69.67 -35.4%
1448 SEADRILL LTD 22.0 $833.0 +13.0 +144.4% $37.86
1449 QLYS QUALYS INC Technology 6.0 $825.0 NEW $137.50 +37.2%
1450 CPRX CATALYST PHARMACEUTICALS INC Healthcare 26.0 $818.0 +5.0 +23.8% $31.46 +0.1%
1451 SMG SCOTTS MIRACLE-GRO CO Basic Materials 12.0 $818.0 +8.0 +200.0% $68.17 -11.1%
1452 RBLX ROBLOX CORP Technology 15.0 $816.0 -5.0 -25.0% $54.40 -29.9%
1453 SATS ECHOSTAR CORP Technology 8.0 $812.0 NEW $101.50 -14.3%
1454 STANDARDAERO INC 27.0 $808.0 NEW $29.93
1455 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 4.0 $805.0 +2.0 +100.0% $201.25 +4.8%
1456 MHO M/I HOMES INC Consumer Cyclical 5.0 $804.0 $160.80 -6.2%
1457 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2.0 $804.0 +1.0 +100.0% $402.00 -2.1%
1458 KLIC KULICKE & SOFFA INDS INC Technology 6.0 $803.0 $133.83 -36.7%
1459 HXL HEXCEL CORP NEW Industrials 8.0 $801.0 +2.0 +33.3% $100.12 -5.4%
1460 U UNITY SOFTWARE INC Technology 28.0 $801.0 +20.0 +250.0% $28.61 +52.0%
Page 73 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%