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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 11 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SHY ISHARES TR 1.0 $78.0 -22K -100.0% $78.00 +4.7%
202 LII LENNOX INTL INC Industrials $45.0 -100.0%
203 INTU INTUIT Technology $35.0 -100.0%
204 XLF SELECT SECTOR SPDR TR 1.0 $35.0 -1.0 -50.0% $35.00 +64.9%
205 BXP BXP INC Real Estate $21.0 -100.0%
206 SEIC SEI INVTS CO Financial Services $20.0 -100.0%
207 SPEU SPDR INDEX SHS FDS $10.0 -100.0%
208 HLI HOULIHAN LOKEY INC Financial Services $9.0 -100.0%
209 EL LAUDER ESTEE COS INC Consumer Defensive $5.0 -100.0%
210 KKR KKR & CO INC $3.0 -100.0%
Page 11 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%