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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 5 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EME EMCOR GROUP INC Industrials 628.0 $464K 0.16% +25.0 +4.2% $738.14 +8.1%
82 T AT&T INC Communication Services 15,127.0 $439K 0.15% +1K +10.7% $28.99 -21.6%
83 FERG FERGUSON ENTERPRISES INC Industrials 1,817.0 $424K 0.15% +95.0 +5.5% $233.20 +2.3%
84 PRU PRUDENTIAL FINL INC Financial Services 4,307.0 $421K 0.14% +64.0 +1.5% $97.70 +10.8%
85 BAC BANK AMERICA CORP Financial Services 8,586.0 $419K 0.14% +172.0 +2.0% $48.75 +18.7%
86 DASH DOORDASH INC Communication Services 2,764.0 $415K 0.14% +465.0 +20.2% $150.15 +21.9%
87 BNDX VANGUARD CHARLOTTE FDS 8,102.0 $389K 0.13% +740.0 +10.1% $48.05 +1.0%
88 VFLO VICTORY PORTFOLIOS II 9,770.0 $386K 0.13% +1K +15.0% $39.48 +17.0%
89 BSV VANGUARD BD INDEX FDS 4,705.0 $369K 0.13% +339.0 +7.8% $78.41 -0.5%
90 FITB FIFTH THIRD BANCORP Financial Services 7,927.0 $368K 0.13% +95.0 +1.2% $46.46 +21.2%
91 BSX BOSTON SCIENTIFIC CORP Healthcare 5,826.0 $366K 0.13% +2K +36.1% $62.75 -29.5%
92 LDUR PIMCO ETF TR 3,757.0 $360K 0.12% +50.0 +1.4% $95.82 -0.2%
93 PECO PHILLIPS EDISON & CO INC Real Estate 9,290.0 $348K 0.12% +81.0 +0.9% $37.42 +13.1%
94 AMAT APPLIED MATLS INC Technology 984.0 $336K 0.12% +752.0 +324.1% $341.66 +83.5%
95 DE DEERE & CO Industrials 574.0 $323K 0.11% +13.0 +2.3% $563.52 +8.8%
96 PYLD PIMCO ETF TR 12,133.0 $318K 0.11% +158.0 +1.3% $26.20 +1.3%
97 C CITIGROUP INC Financial Services 2,758.0 $313K 0.11% +29.0 +1.1% $113.41 +25.0%
98 DDOG DATADOG INC Technology 2,597.0 $307K 0.11% +2K +232.5% $118.05 +103.1%
99 TMSL T ROWE PRICE ETF INC 8,348.0 $306K 0.11% +6K +208.2% $36.67 +17.6%
100 SYY SYSCO CORP Consumer Defensive 4,283.0 $305K 0.10% +525.0 +14.0% $71.32 +16.1%
Page 5 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%