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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 30 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DAL DELTA AIR LINES INC Industrials 77.0 $5K 0.00% +15.0 +24.2% $66.48 +23.2%
582 KIM KIMCO REALTY CORP Real Estate 227.0 $5K 0.00% +129.0 +131.6% $22.47 +7.7%
583 HPQ HP INC Technology 265.0 $5K 0.00% +72.0 +37.3% $19.21 +29.2%
584 F FORD MTR CO Consumer Cyclical 441.0 $5K 0.00% -5.0 -1.1% $11.54 +42.5%
585 CTAS CINTAS CORP Industrials 30.0 $5K 0.00% +15.0 +100.0% $169.17 +2.0%
586 CAH CARDINAL HEALTH INC Healthcare 24.0 $5K 0.00% +5.0 +26.3% $211.33 -6.2%
587 UAL UNITED AIRLS HLDGS INC Industrials 55.0 $5K 0.00% +14.0 +34.1% $92.07 +24.3%
588 CIEN CIENA CORP Technology 13.0 $5K 0.00% +4.0 +44.4% $388.23 +46.3%
589 UNILEVER PLC 88.0 $5K 0.00% $56.98
590 EXC EXELON CORP Utilities 102.0 $5K 0.00% +37.0 +56.9% $49.03 -6.4%
591 BA BOEING CO Industrials 25.0 $5K 0.00% +6.0 +31.6% $199.04 +14.8%
592 HON HONEYWELL INTL INC Industrials 22.0 $5K 0.00% -1K -98.4% $226.05 +3.0%
593 AXS AXIS CAP HLDGS LTD Financial Services 49.0 $5K 0.00% +8.0 +19.5% $101.43 -4.9%
594 STT STATE STR CORP Financial Services 39.0 $5K 0.00% +2.0 +5.4% $126.56 +24.6%
595 BKR BAKER HUGHES COMPANY Energy 80.0 $5K 0.00% +26.0 +48.1% $61.05 +5.0%
596 NSC NORFOLK SOUTHN CORP Industrials 17.0 $5K 0.00% +6.0 +54.5% $287.00 +8.1%
597 JLL JONES LANG LASALLE INC Real Estate 16.0 $5K 0.00% +6.0 +60.0% $304.38 -6.6%
598 ED CONSOLIDATED EDISON INC Utilities 43.0 $5K 0.00% +15.0 +53.6% $113.19 -5.6%
599 VDE VANGUARD WORLD FD 28.0 $5K 0.00% $173.07 -7.2%
600 DOV DOVER CORP Industrials 23.0 $5K 0.00% +7.0 +43.8% $208.48 +1.5%
Page 30 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%