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Portfolio (Quarterly) Guide ↗

Raleigh Capital Management Inc.

· CIK 0001911726
13F Portfolio $313M AUM 610 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 89 New 164 Added 210 Reduced 177 Exited
Page 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 REXR REXFORD INDL RLTY INC Real Estate $10.0 NEW
62 PRI PRIMERICA INC Financial Services $10.0 NEW
63 UFPI UFP INDUSTRIES INC Basic Materials $9.0 NEW
64 BCIL EXCHANGE LISTED FDS TR $9.0 NEW
65 SPTI SPDR SERIES TRUST $9.0 NEW
66 SCHH SCHWAB STRATEGIC TR $9.0 NEW
67 IWR ISHARES TR $9.0 NEW
68 WAL WESTERN ALLIANCE BANCORP Financial Services $8.0 NEW
69 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials $8.0 NEW
70 GGG GRACO INC Industrials $8.0 NEW
71 AAP ADVANCE AUTO PARTS INC Consumer Cyclical $8.0 NEW
72 M MACYS INC Consumer Cyclical $7.0 NEW
73 RB GLOBAL INC $7.0 NEW
74 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare $6.0 NEW
75 AVY AVERY DENNISON CORP Industrials $5.0 NEW
76 RNR RENAISSANCERE HLDGS LTD Financial Services $5.0 NEW
77 CE CELANESE CORP DEL Basic Materials $4.0 NEW
78 KNG FIRST TR EXCHANGE-TRADED FD $4.0 NEW
79 GPN GLOBAL PMTS INC Industrials $4.0 NEW
80 ONB OLD NATL BANCORP IND Financial Services $4.0 NEW
Page 4 of 5  ·  89 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 22.7%
Technology 20.8%
Healthcare 11.2%
Consumer Defensive 8.8%
Communication Services 7.3%
Utilities 7.1%
Industrials 6.9%
Consumer Cyclical 5.2%
Energy 5.0%
Real Estate 4.7%