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Portfolio (Quarterly) Guide ↗

Raleigh Capital Management Inc.

· CIK 0001911726
13F Portfolio $290M AUM 775 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New 216 Added 159 Reduced 34 Exited
Page 2 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BTI BRITISH AMERN TOB PLC Consumer Defensive 45,240.0 $2.6M 0.91% +4K +9.6% $58.47 +7.3%
22 AVGO BROADCOM INC Technology 8,468.0 $2.6M 0.90% +159.0 +1.9% $309.51 +17.9%
23 FE FIRSTENERGY CORP Utilities 51,029.0 $2.6M 0.89% +13K +33.2% $50.66 -4.3%
24 PEP PEPSICO INC Consumer Defensive 15,555.0 $2.4M 0.83% +141.0 +0.9% $155.29 -9.0%
25 EMHC SPDR SERIES TRUST 96,626.0 $2.4M 0.83% +8K +9.2% $24.80 +2.5%
26 PAYX PAYCHEX INC Industrials 25,835.0 $2.4M 0.82% +14K +126.4% $92.12 +8.4%
27 CME CME GROUP INC Financial Services 8,015.0 $2.4M 0.82% +3K +51.1% $295.36 -25.2%
28 AMT AMERICAN TOWER CORP Real Estate 13,703.0 $2.4M 0.82% +11K +489.1% $172.59 +1.7%
29 TIPX SPDR SERIES TRUST 121,399.0 $2.3M 0.80% +5K +4.5% $19.19 -1.4%
30 SRLN SSGA ACTIVE ETF TR 56,489.0 $2.3M 0.78% +5K +9.0% $40.14 +0.1%
31 SPLB SPDR SERIES TRUST 97,476.0 $2.2M 0.75% +68K +236.1% $22.22 +1.4%
32 IVW ISHARES TR 18,958.0 $2.1M 0.74% +820.0 +4.5% $113.11 +17.2%
33 TFC TRUIST FINL CORP Financial Services 46,232.0 $2.1M 0.73% +920.0 +2.0% $45.97 +9.8%
34 JNK SPDR SERIES TRUST 21,320.0 $2.0M 0.70% +12K +129.8% $95.72 +0.5%
35 WEC WEC ENERGY GROUP INC Utilities 16,245.0 $1.9M 0.65% +9K +119.8% $115.77 +2.7%
36 TRP TC ENERGY CORP Energy 30,026.0 $1.9M 0.65% +777.0 +2.7% $62.60 +11.3%
37 SHY ISHARES TR 22,469.0 $1.9M 0.64% +22K +10000.0% $82.57 -0.5%
38 MRK MERCK & CO INC Healthcare 14,878.0 $1.8M 0.62% +3K +29.8% $120.29 +6.7%
39 SPMD SPDR SERIES TRUST 29,915.0 $1.8M 0.61% +2K +8.5% $59.22 +12.7%
40 DUK DUKE ENERGY CORP NEW Utilities 13,291.0 $1.7M 0.60% +97.0 +0.7% $130.94 -1.9%
Page 2 of 11  ·  216 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
Financial Services 22.6%
Technology 16.7%
Healthcare 10.8%
Consumer Defensive 9.3%
Communication Services 7.9%
Energy 7.6%
Utilities 7.5%
Industrials 6.6%
Consumer Cyclical 5.7%
Real Estate 5.0%