Position in SW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,939
+$4,150 QoQ
Shares Held
150
+114.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#552
of 635 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Rialto Wealth Management, LLC holds $100,721 across 13 Packaging & Containers names. SW ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
295 | $70,292 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
150 | $6,939 | |
| 3 | AVY |
Avery Dennison Corp
|
31 | $5,032 | |
| 4 | BALL |
BALL Corp
|
70 | $4,368 | |
| 5 | CCK |
Crown Holdings, Inc.
|
32 | $3,578 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
259 | $2,737 | |
| 7 | REYN |
Reynolds Consumer Products Inc.
|
78 | $2,094 | |
| 8 | SLGN |
Silgan Holdings Inc
|
37 | $1,716 |
All Filings in SW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,939 | 150 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,789 | 70 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $502 | 13 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,150 | 74 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,279 | 76 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,027 | 45 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||