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Portfolio (Quarterly) Guide ↗

Raleigh Capital Management Inc.

· CIK 0001911726
13F Portfolio $313M AUM 610 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 89 New 164 Added 210 Reduced 177 Exited
Page 8 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OHI OMEGA HEALTHCARE INVS INC Real Estate 473.0 $23K 0.01% +90.0 +23.5% $47.68 -1.9%
142 EIX EDISON INTL Utilities 293.0 $22K 0.01% +4.0 +1.4% $74.50 -21.1%
143 USMV ISHARES TR 216.0 $21K 0.01% +56.0 +35.0% $96.28 +5.0%
144 ES EVERSOURCE ENERGY Utilities 256.0 $19K 0.01% +2.0 +0.8% $72.32 -2.5%
145 TROW PRICE T ROWE GROUP INC Financial Services 155.0 $18K 0.01% +1.0 +0.7% $113.86 -4.3%
146 ARMK ARAMARK Industrials 287.0 $16K 0.01% +7.0 +2.5% $56.94 -0.6%
147 ATO ATMOS ENERGY CORP Utilities 90.0 $15K 0.01% +1.0 +1.1% $171.50 -2.2%
148 SHLD GLOBAL X FDS 241.0 $14K 0.01% +48.0 +24.9% $59.83 +7.2%
149 USHY ISHARES TR 379.0 $14K 0.00% +7.0 +1.9% $36.99 -1.1%
150 EVRG EVERGY INC Utilities 155.0 $13K 0.00% +1.0 +0.7% $86.57 -5.8%
151 LNT ALLIANT ENERGY CORP Utilities 173.0 $13K 0.00% +1.0 +0.6% $76.41 -11.1%
152 FDD FIRST TR EXCHANGE-TRADED FD 698.0 $13K 0.00% +18.0 +2.6% $18.56 +10.1%
153 CRH PLC 113.0 $12K 0.00% +3.0 +2.7% $107.03
154 MKC MCCORMICK & CO INC Consumer Defensive 185.0 $9K 0.00% +2.0 +1.1% $50.34 +7.8%
155 ITA ISHARES TR 38.0 $9K 0.00% +15.0 +65.2% $240.39 -6.2%
156 ALV AUTOLIV INC Consumer Cyclical 78.0 $9K 0.00% +3.0 +4.0% $116.73 +2.1%
157 GM GENERAL MTRS CO Consumer Cyclical 117.0 $9K 0.00% +75.0 +178.6% $77.15 +11.0%
158 POR PORTLAND GEN ELEC CO Utilities 166.0 $9K 0.00% +2.0 +1.2% $51.92 -5.5%
159 WMG WARNER MUSIC GROUP CORP Communication Services 232.0 $6K 0.00% +14.0 +6.4% $27.12 +3.1%
160 IBIT ISHARES BITCOIN TRUST ETF Financial Services 140.0 $5K 0.00% +8.0 +6.1% $33.29 +31.4%
Page 8 of 9  ·  164 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 22.7%
Technology 20.8%
Healthcare 11.2%
Consumer Defensive 8.8%
Communication Services 7.3%
Utilities 7.1%
Industrials 6.9%
Consumer Cyclical 5.2%
Energy 5.0%
Real Estate 4.7%