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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 19 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CL COLGATE PALMOLIVE CO Consumer Defensive 203.0 $16K 0.01% NEW $79.11 +16.4%
362 JCPB J P MORGAN EXCHANGE TRADED F 338.0 $16K 0.01% NEW $47.35 -0.5%
363 APD AIR PRODS & CHEMS INC Basic Materials 64.0 $16K 0.01% NEW $247.86 +12.1%
364 CINF CINCINNATI FINL CORP Financial Services 96.0 $16K 0.01% NEW $162.50 +13.3%
365 ACLS AXCELIS TECHNOLOGIES INC Technology 194.0 $16K 0.01% NEW $80.34 +115.6%
366 ITW ILLINOIS TOOL WKS INC Industrials 60.0 $15K 0.01% NEW $248.05 +7.9%
367 EIX EDISON INTL Utilities 247.0 $15K 0.01% NEW $60.00 +26.1%
368 LOW LOWES COS INC Consumer Cyclical 61.0 $15K 0.01% NEW $241.16 -7.7%
369 USHY ISHARES TR 368.0 $14K 0.01% NEW $37.40 -1.2%
370 LVHD LEGG MASON ETF INVT 344.0 $14K 0.01% NEW $39.88 +12.0%
371 AFL AFLAC INC Financial Services 121.0 $13K 0.01% NEW $110.27 +9.0%
372 CHRW C H ROBINSON WORLDWIDE INC Industrials 83.0 $13K 0.01% NEW $160.76 +11.6%
373 OKTA OKTA INC Technology 154.0 $13K 0.01% NEW $86.47 +43.7%
374 SCHB SCHWAB STRATEGIC TR 500.0 $13K 0.01% NEW $26.23 +8.0%
375 JMTG J P MORGAN EXCHANGE TRADED F 256.0 $13K 0.01% NEW $51.06 -0.6%
376 SHLD GLOBAL X FDS 198.0 $13K 0.01% NEW $64.79 -9.9%
377 NKE NIKE INC Consumer Cyclical 194.0 $12K 0.00% NEW $63.74 -36.1%
378 ATO ATMOS ENERGY CORP Utilities 74.0 $12K 0.00% NEW $166.89 +5.0%
379 TPR TAPESTRY INC Consumer Cyclical 96.0 $12K 0.00% NEW $127.75 +14.3%
380 VNQ VANGUARD INDEX FDS 137.0 $12K 0.00% NEW $88.64 +11.3%
Page 19 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%