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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 10 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RGEN REPLIGEN CORP Healthcare 13.0 $2K 0.00% NEW $117.85 +24.7%
182 EW EDWARDS LIFESCIENCES CORP Healthcare 19.0 $2K 0.00% NEW $80.11 +13.3%
183 FDS FACTSET RESH SYS INC Financial Services 7.0 $2K 0.00% NEW $217.00 +6.8%
184 AVAV AEROVIRONMENT INC Industrials 8.0 $1K 0.00% NEW $183.00 -24.6%
185 ALLE ALLEGION PLC Industrials 10.0 $1K 0.00% NEW $145.30 -3.8%
186 IMAX IMAX CORP Communication Services 38.0 $1K NEW $38.00 +8.1%
187 EXR EXTRA SPACE STORAGE INC Real Estate 11.0 $1K NEW $131.09 +13.8%
188 LII LENNOX INTL INC Industrials 3.0 $1K NEW $476.33 +18.4%
189 NE NOBLE CORP PLC Energy 29.0 $1K NEW $49.07 -21.9%
190 POOL POOL CORP Industrials 7.0 $1K NEW $202.29 +4.6%
191 RELX RELX PLC Communication Services 42.0 $1K NEW $33.14 -5.4%
192 EXPO EXPONENT INC Industrials 21.0 $1K NEW $65.24 -6.8%
193 ILMN ILLUMINA INC Healthcare 11.0 $1K NEW $123.27 +43.2%
194 LYG LLOYDS BANKING GROUP PLC Financial Services 269.0 $1K NEW $5.03 +13.1%
195 COKE COCA COLA CONS INC Consumer Defensive 7.0 $1K NEW $191.71 -1.9%
196 CXT CRANE NXT CO Industrials 33.0 $1K NEW $40.58 +19.9%
197 CSW INDUSTRIALS INC 5.0 $1K NEW $260.60
198 ACWX ISHARES TR 19.0 $1K NEW $68.47 +9.5%
199 ITUB ITAU UNIBANCO HLDG S A Financial Services 154.0 $1K NEW $8.38 -1.8%
200 VCEL VERICEL CORP Healthcare 40.0 $1K NEW $32.17 +43.7%
Page 10 of 16  ·  306 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%