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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 86 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 CMTL COMTECH TELECOMMUNICATIONS C Technology 245.0 $515.0 NEW $2.10 -16.3%
1702 FSLY FASTLY INC Technology 28.0 $515.0 NEW $18.39 +26.6%
1703 RELL RICHARDSON ELECTRS LTD Technology 27.0 $514.0 NEW $19.04 -6.6%
1704 LTRN LANTERN PHARMA INC Healthcare 123.0 $513.0 NEW $4.17 -47.7%
1705 EBC EASTERN BANKSHARES INC Financial Services 23.0 $512.0 +7.0 +43.8% $22.26 +0.6%
1706 NAVI NAVIENT CORPORATION Financial Services 60.0 $511.0 -1.0 -1.6% $8.52 +10.0%
1707 RYN RAYONIER INC Real Estate 24.0 $511.0 NEW $21.29 -2.2%
1708 GDDY GODADDY INC Technology 6.0 $510.0 $85.00 +12.4%
1709 MDU MDU RES GROUP INC Industrials 24.0 $510.0 +9.0 +60.0% $21.25 -4.5%
1710 GTX GARRETT MOTION INC Consumer Cyclical 14.0 $508.0 +4.0 +40.0% $36.29 -25.4%
1711 WSBC WESBANCO INC Financial Services 13.0 $508.0 +4.0 +44.4% $39.08 +3.5%
1712 SANA SANA BIOTECHNOLOGY INC Healthcare 145.0 $507.0 NEW $3.50 +19.0%
1713 TRMK TRUSTMARK CORP Financial Services 11.0 $507.0 +3.0 +37.5% $46.09 +0.3%
1714 ACHR ARCHER AVIATION INC Industrials 107.0 $507.0 NEW $4.74 +24.5%
1715 BL BLACKLINE INC Technology 18.0 $506.0 NEW $28.11 +11.4%
1716 SHOO MADDEN STEVEN LTD Consumer Cyclical 12.0 $506.0 +8.0 +200.0% $42.17 +7.0%
1717 PTEN PATTERSON-UTI ENERGY INC Energy 55.0 $505.0 NEW $9.18 +28.0%
1718 VTS VITESSE ENERGY INC Energy 32.0 $505.0 NEW $15.78 +7.3%
1719 RIG TRANSOCEAN LTD Energy 103.0 $504.0 $4.89 +14.4%
1720 APPS DIGITAL TURBINE INC Technology 39.0 $504.0 NEW $12.92 -16.1%
Page 86 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%