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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 10 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DGX QUEST DIAGNOSTICS INC Healthcare 8.0 $2K 0.00% -17.0 -68.0% $212.88 +13.5%
182 ZTS ZOETIS INC Healthcare 23.0 $2K 0.00% -52.0 -69.3% $72.26 +6.6%
183 OKE ONEOK INC NEW Energy 19.0 $2K 0.00% -24.0 -55.8% $85.32 +12.4%
184 SBAC SBA COMMUNICATIONS CORP Real Estate 7.0 $1K -3.0 -30.0% $177.57 +5.4%
185 BMO BANK MONTREAL MEDIUM Financial Services 6.0 $1K -7K -99.9% $189.17 -9.2%
186 ECL ECOLAB INC Basic Materials 4.0 $1K -9.0 -69.2% $281.00 +0.3%
187 MPC MARATHON PETE CORP Energy 4.0 $1K -15.0 -79.0% $264.25 +47.4%
188 ICVT ISHARES TR 6.0 $739.0 -8.0 -57.1% $123.17 -8.8%
189 EMB ISHARES TR 7.0 $684.0 -3.0 -30.0% $97.71 -3.6%
190 DEO DIAGEO PLC Consumer Defensive 8.0 $650.0 -12.0 -60.0% $81.25 +12.5%
191 D DOMINION ENERGY INC Utilities 7.0 $490.0 -1.0 -12.5% $70.00 -5.6%
192 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 9.0 $465.0 -62.0 -87.3% $51.67 +29.6%
193 GSK GSK PLC Healthcare 9.0 $458.0 -4K -99.8% $50.89 -0.9%
194 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 8.0 $417.0 -1.0 -11.1% $52.12 +1.0%
195 PEGA PEGASYSTEMS INC Technology 12.0 $364.0 -2K -99.3% $30.33 +21.3%
196 HBAN HUNTINGTON BANCSHARES INC Financial Services 10.0 $169.0 -49K -100.0% $16.90 -0.4%
197 BIL SPDR SERIES TRUST 2.0 $157.0 -8K -100.0% $78.50 +16.4%
198 OC OWENS CORNING NEW Industrials 1.0 $110.0 -36.0 -97.3% $110.00 +22.9%
199 CAG CONAGRA BRANDS INC Consumer Defensive 7.0 $99.0 -3.0 -30.0% $14.14 +15.3%
200 EMLP FIRST TR EXCHANGE-TRADED FD 2.0 $99.0 -278.0 -99.3% $49.50 -10.6%
Page 10 of 11  ·  210 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%