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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 3 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 1,735.0 $1.6M 0.55% +38.0 +2.2% $919.62 +31.2%
42 UNILEVER PLC 26,199.0 $1.5M 0.52% +11K +69.9% $56.97
43 GWX SPDR INDEX SHS FDS 35,118.0 $1.5M 0.51% +1K +3.7% $42.23 +2.5%
44 KO COCA COLA CO Consumer Defensive 18,240.0 $1.4M 0.48% +118.0 +0.7% $76.05 +8.7%
45 PPL PPL CORP Utilities 36,045.0 $1.4M 0.47% +190.0 +0.5% $38.20 -3.1%
46 TSLA TESLA INC Consumer Cyclical 3,447.0 $1.3M 0.44% +158.0 +4.8% $371.79 +2.1%
47 EBND SPDR SERIES TRUST 60,239.0 $1.2M 0.43% +5K +9.9% $20.64 +1.4%
48 CSCO CISCO SYS INC Technology 15,728.0 $1.2M 0.42% +5K +46.4% $77.59 +46.6%
49 WMT WALMART INC Consumer Defensive 9,580.0 $1.2M 0.41% +281.0 +3.0% $124.28 -6.9%
50 MDT MEDTRONIC PLC Healthcare 13,528.0 $1.2M 0.41% +10K +306.2% $86.65 -6.5%
51 MO ALTRIA GROUP INC Consumer Defensive 17,626.0 $1.2M 0.40% +244.0 +1.4% $65.99 +11.8%
52 MDLZ MONDELEZ INTL INC Consumer Defensive 19,800.0 $1.1M 0.39% +20K +10000.0% $57.64 +5.5%
53 SO SOUTHERN CO Utilities 11,736.0 $1.1M 0.39% +166.0 +1.4% $96.52 +0.7%
54 EFG ISHARES TR 9,921.0 $1.1M 0.38% +9K +1564.6% $111.37 +9.3%
55 PG PROCTER & GAMBLE CO Consumer Defensive 7,040.0 $1.0M 0.35% +2K +33.9% $144.43 +3.1%
56 BAI BLACKROCK ETF TRUST 30,566.0 $1.0M 0.35% +576.0 +1.9% $32.95 +49.1%
57 NOW SERVICENOW INC Technology 9,362.0 $979K 0.34% +3K +47.9% $104.54 -5.9%
58 THRO BLACKROCK ETF TRUST 26,833.0 $972K 0.34% +1K +4.0% $36.22 +15.8%
59 HD HOME DEPOT INC Consumer Cyclical 2,549.0 $838K 0.29% +129.0 +5.3% $328.94 +6.1%
60 MUB ISHARES TR 7,775.0 $825K 0.28% +6K +290.5% $106.15 +1.4%
Page 3 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%