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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 64 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 5.0 $666.0 +1.0 +25.0% $133.20 -15.3%
1262 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 16.0 $665.0 $41.56 +1.7%
1263 AMTB AMERANT BANCORP INC Financial Services 30.0 $662.0 $22.07 +1.1%
1264 AROC ARCHROCK INC Energy 19.0 $662.0 +6.0 +46.1% $34.84 +0.9%
1265 AWI ARMSTRONG WORLD INDS INC NEW Industrials 4.0 $660.0 $165.00 -3.6%
1266 NVST ENVISTA HOLDINGS CORPORATION Healthcare 26.0 $660.0 +10.0 +62.5% $25.38 -7.7%
1267 INSW INTERNATIONAL SEAWAYS INC Energy 9.0 $656.0 +1.0 +12.5% $72.89 +8.1%
1268 HCC WARRIOR MET COAL INC Energy 7.0 $653.0 +1.0 +16.7% $93.29 +7.5%
1269 VKTX VIKING THERAPEUTICS INC Healthcare 20.0 $651.0 $32.55 -2.1%
1270 AVBC AVIDIA BANCORP INC Financial Services 33.0 $650.0 NEW $19.70 -3.2%
1271 GH GUARDANT HEALTH INC Healthcare 7.0 $647.0 +3.0 +75.0% $92.43 +39.8%
1272 RKT ROCKET COS INC Financial Services 45.0 $642.0 -35.0 -43.8% $14.27 +0.7%
1273 NEU NEWMARKET CORP Basic Materials 1.0 $641.0 $641.00 +21.0%
1274 KE KIMBALL ELECTRONICS INC Industrials 27.0 $640.0 $23.70 +10.4%
1275 HE HAWAIIAN ELEC INDS INC MTN B Utilities 43.0 $639.0 $14.86 -8.4%
1276 GPOR GULFPORT ENERGY CORP Energy 3.0 $635.0 +1.0 +50.0% $211.67 -19.5%
1277 LW LAMB WESTON HLDGS INC Consumer Defensive 15.0 $634.0 +14.0 +1400.0% $42.27 +1.0%
1278 BKU BANKUNITED INC Financial Services 14.0 $633.0 +4.0 +40.0% $45.21 +2.5%
1279 VSNT VERSANT MEDIA GROUP INC Industrials 17.0 $630.0 NEW $37.06 +17.5%
1280 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 14.0 $628.0 +1.0 +7.7% $44.86 +4.6%
Page 64 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%