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Portfolio (Quarterly) Guide ↗

Raleigh Capital Management Inc.

· CIK 0001911726
13F Portfolio $276M AUM 583 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 583 New
Page 12 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,828.0 $140K 0.05% NEW $76.67 +25.7%
222 CARY ANGEL OAK FUNDS TRUST 6,554.0 $136K 0.05% NEW $20.82 +0.3%
223 PSX PHILLIPS 66 Energy 1,037.0 $134K 0.05% NEW $129.00 +33.1%
224 HYLS FIRST TR EXCHANGE-TRADED FD 3,039.0 $127K 0.05% NEW $41.86 -3.0%
225 DELL DELL TECHNOLOGIES INC Technology 977.0 $123K 0.04% NEW $125.86 +217.4%
226 COF CAPITAL ONE FINL CORP Financial Services 505.0 $122K 0.04% NEW $242.53 -15.9%
227 AFRM AFFIRM HLDGS INC Technology 1,635.0 $122K 0.04% NEW $74.43 +6.8%
228 FBRT FRANKLIN BSP RLTY TR INC Real Estate 11,345.0 $114K 0.04% NEW $10.03 -17.7%
229 DDOG DATADOG INC Technology 781.0 $106K 0.04% NEW $135.99 +76.3%
230 TQQQ PROSHARES TR 2,012.0 $106K 0.04% NEW $52.72 +36.2%
231 GPC GENUINE PARTS CO Consumer Cyclical 846.0 $104K 0.04% NEW $123.00 -5.7%
232 DBMF LITMAN GREGORY FDS TR 3,574.0 $100K 0.04% NEW $28.06 +7.8%
233 UPS UNITED PARCEL SERVICE INC Industrials 1,000.0 $99K 0.04% NEW $99.18 +9.0%
234 OVV OVINTIV INC Energy 2,498.0 $98K 0.04% NEW $39.19 +35.7%
235 DOC HEALTHPEAK PROPERTIES INC Real Estate 6,058.0 $97K 0.04% NEW $16.08 +34.0%
236 TMSL T ROWE PRICE ETF INC 2,709.0 $97K 0.04% NEW $35.90 +20.1%
237 PEGA PEGASYSTEMS INC Technology 1,628.0 $97K 0.04% NEW $59.70 -48.4%
238 BINC BLACKROCK ETF TRUST II 1,840.0 $97K 0.04% NEW $52.78 -0.8%
239 ANNALY CAPITAL MANAGEMENT IN 4,316.0 $96K 0.04% NEW $22.36
240 EOG EOG RES INC Energy 919.0 $96K 0.04% NEW $105.00 +26.3%
Page 12 of 30  ·  583 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 24.5%
Technology 18.2%
Healthcare 12.4%
Consumer Defensive 8.6%
Communication Services 7.5%
Utilities 7.3%
Energy 6.5%
Industrials 5.7%
Consumer Cyclical 5.3%
Real Estate 3.7%