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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 2 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AZN ASTRAZENECA PLC Healthcare 195.0 $38K 0.01% NEW $197.22 -4.5%
22 VIOO VANGUARD ADMIRAL FDS INC 325.0 $37K 0.01% NEW $114.83 +18.9%
23 RSPH INVESCO EXCHANGE TRADED FD T 1,100.0 $33K 0.01% NEW $30.19 +10.9%
24 XLE SELECT SECTOR SPDR TR 512.0 $31K 0.01% NEW $61.26 -12.1%
25 RING ISHARES INC 393.0 $31K 0.01% NEW $78.98 -16.5%
26 SCIO FIRST TR EXCHANGE-TRADED FD 1,434.0 $30K 0.01% NEW $20.64 +0.3%
27 FTSL FIRST TR EXCHANGE-TRADED FD 660.0 $30K 0.01% NEW $44.80 -0.2%
28 BERKSHIRE HATHAWAY INC DEL 58.0 $28K 0.01% NEW $479.21
29 BA BOEING CO Industrials 100.0 $20K 0.01% NEW $199.03 +9.2%
30 CVS CVS HEALTH CORP Healthcare 235.0 $17K 0.01% NEW $71.82 +45.3%
31 OHI OMEGA HEALTHCARE INVS INC Real Estate 383.0 $17K 0.01% NEW $43.82 +9.7%
32 VTRS VIATRIS INC Healthcare 1,151.0 $16K 0.01% NEW $13.51 +20.9%
33 NOC NORTHROP GRUMMAN CORP Industrials 18.0 $12K 0.00% NEW $682.22 -26.7%
34 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 323.0 $12K 0.00% NEW $37.01 +32.9%
35 TSN TYSON FOODS INC Consumer Defensive 180.0 $12K 0.00% NEW $64.07 -8.6%
36 FXU FIRST TR EXCHANGE-TRADED FD 232.0 $12K 0.00% NEW $49.59 +1.3%
37 ARMK ARAMARK Industrials 280.0 $11K 0.00% NEW $40.56 +38.2%
38 TRV TRAVELERS COMPANIES INC Financial Services 34.0 $10K 0.00% NEW $291.68 +12.2%
39 VOO VANGUARD INDEX FDS 16.0 $10K 0.00% NEW $597.56 +12.1%
40 SNDA SONIDA SENIOR LIVING INC Healthcare 296.0 $10K 0.00% NEW $32.25 +21.0%
Page 2 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%