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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 15 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GGG GRACO INC Industrials $9.0 NEW
282 PRI PRIMERICA INC Financial Services $9.0 NEW
283 SPTI SPDR SERIES TRUST $9.0 NEW
284 UFPI UFP INDUSTRIES INC Basic Materials $9.0 NEW
285 SCHH SCHWAB STRATEGIC TR $8.0 NEW
286 VMI VALMONT INDS INC Industrials $8.0 NEW
287 AAP ADVANCE AUTO PARTS INC Consumer Cyclical $7.0 NEW
288 WAL WESTERN ALLIANCE BANCORP Financial Services $7.0 NEW
289 AVY AVERY DENNISON CORP Industrials $6.0 NEW
290 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare $6.0 NEW
291 RB GLOBAL INC $6.0 NEW
292 CE CELANESE CORP DEL Basic Materials $5.0 NEW
293 M MACYS INC Consumer Cyclical $5.0 NEW
294 RNR RENAISSANCERE HLDGS LTD Financial Services $5.0 NEW
295 KNG FIRST TR EXCHANGE-TRADED FD $4.0 NEW
296 GAP GAP INC Consumer Cyclical $4.0 NEW
297 GPN GLOBAL PMTS INC Industrials $4.0 NEW
298 MMS MAXIMUS INC Industrials $4.0 NEW
299 ONB OLD NATL BANCORP IND Financial Services $3.0 NEW
300 CNH INDL N V $3.0 NEW
Page 15 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%