Position in SWMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,139
New position
Shares Held
116
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 73 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Rialto Wealth Management, LLC holds $4,479,127 across 50 Software - Infrastructure names. SWMR ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,935 | $4,078,973 | |
| 2 | ORCL |
Oracle Corp
|
569 | $83,386 | |
| 3 | PAYO |
Payoneer Global Inc.
|
11,411 | $81,246 | |
| 4 | PANW |
Palo Alto Networks Inc
|
147 | $50,129 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
132 | $25,183 | |
| 6 | CRWV |
CoreWeave, Inc.
|
250 | $24,885 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
205 | $23,917 | |
| 8 | FTNT |
Fortinet, Inc.
|
74 | $11,367 |
All Filings in SWMR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,139 | 116 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||