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Rialto Wealth Management, LLC

Q1 2025 Holdings

Filed 2025-04-10 | 994 holdings | $318.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Adaptive Biotechnologies COR(ADPT)COM00650F109$446600.0%
Ultra Clean Hldgs Inc(UCTT)COM90385V107$450210.0%
Bluelinx Hldgs Inc(BXC)COM NEW09624H208$45060.0%
Sterling Infrastructure Inc(STRL)COM859241101$45340.0%
Delek US Hldgs Inc New(DK)COM24665A103$453300.0%
Sunnova Energy Intl Inc.(NOVAQ)COM86745K104$4541,2200.0%
American Superconductor Corp(AMSC)SHS NEW030111207$454250.0%
Coherent Corp(COHR)COM19247G107$45570.0%
Pacific Biosciences Calif in(PACB)COM69404D108$4553850.0%
Western UN Co(WU)COM959802109$455430.0%
M/I Homes Inc(MHO)COM55305B101$45740.0%
Columbus Mckinnon Corp N Y(CMCO)COM199333105$458270.0%
Fulcrum Therapeutics Inc(FULC)COM359616109$4581590.0%
Nabors Industries LTD(NBR)SHSG6359F137$459110.0%
Hillenbrand Inc(9HI)COM431571108$459190.0%
Welltower Inc(WELL)COM95040Q104$46030.0%
Dominos Pizza Inc(DPZ)COM25754A201$46010.0%
Alta Equipment Group Inc(ALTG)COMMON STOCK02128L106$460980.0%
Modine MFG Co(MOD)COM607828100$46160.0%
Allient Inc(ALNT)COM019330109$462210.0%
Compass Inc(COMP)CL A20464U100$463530.0%
Manitowoc Co Inc(MTW)COM NEW563571405$464540.0%
MP Materials Corp(MP)COM CL A553368101$464190.0%
KB Home(KBH)COM48666K109$46580.0%
Wesco Intl Inc(WCC)COM95082P105$46630.0%
LGI Homes Inc(LGIH)COM50187T106$46670.0%
Gatx Corp(GATX)COM361448103$46630.0%
Equity Lifestyle Pptys Inc(ELS)COM29472R108$46770.0%
CF Inds Hldgs Inc(CF)COM125269100$46960.0%
Beazer Homes USA Inc(BZH)COM NEW07556Q881$469230.0%
Murphy USA Inc(MUSA)COM626755102$47010.0%
Century Cmntys Inc(CCS)COM156504300$47070.0%
Warner Music Group Corp(WMG)COM CL A934550203$471150.0%
Nine Energy Service Inc(NINEQ)COM65441V101$4724170.0%
AES Corp(AES)COM00130H105$472380.0%
Commscope Hldg Co Inc(VISN)COM20337X109$473890.0%
Dream Finders Homes Inc(DFH)COM CL A26154D100$474210.0%
Chemours Co(CC)COM163851108$474350.0%
H & E Equipment Services Inc(HEESEUR)COM404030108$47450.0%
Tenaya Therapeutics Inc(TNYA)COM87990A106$4758330.0%
TPG Inc(TPG)COM CL A872657101$475100.0%
Wabash Natl Corp(WNC)COM929566107$476430.0%
Ingevity Corp(NGVT)COM45688C107$476120.0%
Solaris Energy Infras Inc(SEI)COM CL A83418M103$479220.0%
Allison Transmission Hldgs I(ALSN)COM01973R101$47950.0%
Coeur MNG Inc(CDE)COM NEW192108504$480810.0%
SM Energy Co(SM)COM78454L100$480160.0%
Pitney Bowes Inc(PBI)COM724479100$480530.0%
Atkore Inc(ATKR)COM047649108$48080.0%
Vornado Rlty TR(VNO)SH BEN INT929042109$481130.0%
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