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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 18 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IYW ISHARES TR 107.0 $21K 0.01% NEW $199.91 +19.9%
342 REET ISHARES TR 832.0 $21K 0.01% NEW $24.95 +12.6%
343 ED CONSOLIDATED EDISON INC Utilities 209.0 $21K 0.01% NEW $99.30 +12.8%
344 NI NISOURCE INC Utilities 488.0 $20K 0.01% NEW $41.79 +17.5%
345 USMV ISHARES TR 214.0 $20K 0.01% NEW $94.32 +1.8%
346 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 222.0 $20K 0.01% NEW $90.03 -1.3%
347 VFQY VANGUARD WELLINGTON FD 129.0 $20K 0.01% NEW $153.98 +9.6%
348 EL LAUDER ESTEE COS INC Consumer Defensive 189.0 $20K 0.01% NEW $104.72 -23.1%
349 IJR ISHARES TR 158.0 $19K 0.01% NEW $119.99 +22.9%
350 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 329.0 $19K 0.01% NEW $57.43 +33.7%
351 MIR MIRION TECHNOLOGIES INC Industrials 798.0 $19K 0.01% NEW $23.42 -21.2%
352 CRH PLC 150.0 $19K 0.01% NEW $124.55
353 MCHP MICROCHIP TECHNOLOGY INC. Technology 287.0 $18K 0.01% NEW $63.74 +38.0%
354 TOST TOAST INC Technology 515.0 $18K 0.01% NEW $35.51 -23.7%
355 IGEB ISHARES TR 390.0 $18K 0.01% NEW $45.66 -0.9%
356 FAST FASTENAL CO Industrials 441.0 $18K 0.01% NEW $40.10 +17.5%
357 MWA MUELLER WTR PRODS INC Industrials 739.0 $18K 0.01% NEW $23.82 +12.1%
358 U UNITY SOFTWARE INC Technology 396.0 $17K 0.01% NEW $44.17 -36.1%
359 ES EVERSOURCE ENERGY Utilities 249.0 $17K 0.01% NEW $67.47 +8.9%
360 TROW PRICE T ROWE GROUP INC Financial Services 157.0 $16K 0.01% NEW $102.49 +7.6%
Page 18 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%