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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 25 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BETA BETA TECHNOLOGIES INC Industrials 600.0 $9K 0.00% $14.70 +14.5%
482 CLX CLOROX CO DEL Consumer Defensive 85.0 $9K 0.00% +3.0 +3.7% $103.64 -6.3%
483 TT TRANE TECHNOLOGIES PLC Industrials 21.0 $9K 0.00% +13.0 +162.5% $416.76 +9.8%
484 CL COLGATE PALMOLIVE CO Consumer Defensive 102.0 $9K 0.00% +30.0 +41.7% $85.24 +7.1%
485 HPE HEWLETT PACKARD ENTERPRISE C Technology 362.0 $9K 0.00% +10.0 +2.8% $23.81 +56.2%
486 GLD SPDR GOLD TR Financial Services 20.0 $9K 0.00% $430.30 -5.1%
487 IDU ISHARES TR 74.0 $9K 0.00% $116.12 -2.0%
488 IXUS ISHARES TR 99.0 $9K 0.00% NEW $86.65 +11.4%
489 ISTB ISHARES TR 177.0 $9K 0.00% -87.0 -33.0% $48.46 -0.4%
490 TERN TERNS PHARMACEUTICALS INC Healthcare 162.0 $9K 0.00% $52.72 +0.4%
491 Q QNITY ELECTRONICS INC Technology 73.0 $8K 0.00% +12.0 +19.7% $115.38 +37.9%
492 TAYD TAYLOR DEVICES INC Industrials 145.0 $8K 0.00% NEW $57.00 -7.0%
493 MSA MSA SAFETY INC Industrials 50.0 $8K 0.00% +6.0 +13.6% $163.96 +4.7%
494 ECL ECOLAB INC Basic Materials 30.0 $8K 0.00% +21.0 +233.3% $266.03 -1.3%
495 APA APA CORPORATION Energy 188.0 $8K 0.00% +11.0 +6.2% $42.44 -13.7%
496 VLO VALERO ENERGY CORP Energy 32.0 $8K 0.00% +8.0 +33.3% $247.09 -2.7%
497 SCHW SCHWAB CHARLES CORP Financial Services 84.0 $8K 0.00% +30.0 +55.6% $93.99 -8.9%
498 CRH PLC 75.0 $8K 0.00% +20.0 +36.4% $105.12
499 FDX FEDEX CORP Industrials 22.0 $8K 0.00% +8.0 +57.1% $356.18 +15.6%
500 NKE NIKE INC Consumer Cyclical 148.0 $8K 0.00% -9.0 -5.7% $52.82 -13.0%
Page 25 of 87  ·  1,730 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 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%