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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 6 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAH CARDINAL HEALTH INC Healthcare 1,430.0 $302K 0.10% +25.0 +1.8% $211.24 +12.6%
102 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,429.0 $278K 0.10% +38.0 +1.1% $80.95 +3.3%
103 GOVT ISHARES TR 11,993.0 $275K 0.10% +11K +723.7% $22.91 -0.2%
104 FLRN SPDR SERIES TRUST 8,332.0 $256K 0.09% +53.0 +0.6% $30.78 +0.2%
105 ROST ROSS STORES INC Consumer Cyclical 1,154.0 $250K 0.09% +135.0 +13.2% $216.67 -1.6%
106 CTAS CINTAS CORP Industrials 1,443.0 $244K 0.08% +147.0 +11.3% $169.18 +1.6%
107 HWM HOWMET AEROSPACE INC Industrials 1,049.0 $242K 0.08% +67.0 +6.8% $230.50 +16.6%
108 MBB ISHARES TR 2,494.0 $237K 0.08% +645.0 +34.9% $94.97 -0.0%
109 ALL ALLSTATE CORP Financial Services 1,142.0 $237K 0.08% +84.0 +7.9% $207.31 +15.6%
110 CI THE CIGNA GROUP Healthcare 851.0 $227K 0.08% +47.0 +5.8% $266.71 +6.0%
111 SHOP SHOPIFY INC Technology 1,893.0 $225K 0.08% +2K +9863.2% $118.62 -1.5%
112 UNH UNITEDHEALTH GROUP INC Healthcare 806.0 $218K 0.07% +44.0 +5.8% $270.46 +58.2%
113 MS MORGAN STANLEY Financial Services 1,296.0 $213K 0.07% +497.0 +62.2% $164.63 +28.8%
114 PSX PHILLIPS 66 Energy 1,116.0 $203K 0.07% +79.0 +7.6% $182.10 -5.7%
115 ISRG INTUITIVE SURGICAL INC Healthcare 440.0 $203K 0.07% +70.0 +18.9% $460.99 -12.3%
116 CENCORA INC 643.0 $202K 0.07% +53.0 +9.0% $314.26
117 VB VANGUARD INDEX FDS 715.0 $187K 0.07% +73.0 +11.4% $261.93 +14.3%
118 VMBS VANGUARD SCOTTSDALE FDS 3,847.0 $181K 0.06% +165.0 +4.5% $46.95 +0.1%
119 GOOG ALPHABET INC Communication Services 622.0 $178K 0.06% +105.0 +20.3% $286.92 +16.6%
120 BIV VANGUARD BD INDEX FDS 2,294.0 $177K 0.06% +132.0 +6.1% $77.17 -0.2%
Page 6 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%