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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 13 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CHD CHURCH & DWIGHT CO INC Consumer Defensive $39.0 NEW
242 MDYG SPDR SERIES TRUST $37.0 NEW
243 SPYG SPDR SERIES TRUST $36.0 NEW
244 WSM WILLIAMS SONOMA INC Consumer Cyclical $36.0 NEW
245 CSL CARLISLE COS INC Industrials $35.0 NEW
246 FDIS FIDELITY COVINGTON TRUST $35.0 NEW
247 RWR SPDR SERIES TRUST $32.0 NEW
248 UI UBIQUITI INC Technology $32.0 NEW
249 ACM AECOM Industrials $31.0 NEW
250 EMN EASTMAN CHEM CO Basic Materials $31.0 NEW
251 RRX REGAL REXNORD CORPORATION Industrials $31.0 NEW
252 EHC ENCOMPASS HEALTH CORP Healthcare $29.0 NEW
253 MSI MOTOROLA SOLUTIONS INC Technology $29.0 NEW
254 PB PROSPERITY BANCSHARES INC Financial Services $28.0 NEW
255 WSO WATSCO INC Industrials $25.0 NEW
256 ROK ROCKWELL AUTOMATION INC Industrials $24.0 NEW
257 TRGP TARGA RES CORP Energy $24.0 NEW
258 FLRG FIDELITY COVINGTON TRUST 1.0 $23.0 NEW $23.00 +75.2%
259 IWO ISHARES TR $22.0 NEW
260 RS RELIANCE INC Basic Materials $22.0 NEW
Page 13 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%