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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 2 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAI BLACKROCK ETF TRUST 23,341.0 $1.2M 0.39% -7K -23.6% $52.72 -17.5%
22 BK BANK OF NY MELLON CORP Financial Services 7,287.0 $1.1M 0.34% -640.0 -8.1% $144.61 -1.9%
23 CAT CATERPILLAR INC Industrials 979.0 $1.0M 0.33% -624.0 -38.9% $1064.54 -24.8%
24 TFC TRUIST FINL CORP Financial Services 20,782.0 $1.0M 0.33% -25K -55.0% $49.82 +3.6%
25 PG PROCTER & GAMBLE CO Consumer Defensive 6,997.0 $1.0M 0.33% -43.0 -0.6% $146.65 +0.2%
26 MTUM ISHARES TR 2,969.0 $1.0M 0.33% -898.0 -23.2% $342.84 -12.7%
27 SPAB SPDR SERIES TRUST 39,810.0 $1.0M 0.32% -95K -70.6% $25.52 -2.1%
28 WFC WELLS FARGO & CO Financial Services 12,182.0 $1.0M 0.32% -531.0 -4.2% $82.64 +7.9%
29 JNJ JOHNSON & JOHNSON Healthcare 3,730.0 $947K 0.30% -26.0 -0.7% $253.96 +9.6%
30 XEL XCEL ENERGY INC Utilities 11,469.0 $921K 0.29% -6K -34.7% $80.30 -4.9%
31 HD HOME DEPOT INC Consumer Cyclical 2,415.0 $852K 0.27% -134.0 -5.3% $352.64 -9.8%
32 O REALTY INCOME CORP Real Estate 13,259.0 $822K 0.26% -3K -18.8% $61.96 -0.4%
33 VEA VANGUARD TAX-MANAGED FDS 11,207.0 $798K 0.26% -651.0 -5.5% $71.25 +3.1%
34 AXP AMERICAN EXPRESS CO Financial Services 2,250.0 $761K 0.24% -108.0 -4.6% $338.18 -2.5%
35 EFV ISHARES TR 9,718.0 $744K 0.24% -13K -56.6% $76.55 +8.5%
36 THRO BLACKROCK ETF TRUST 16,782.0 $723K 0.23% -10K -37.5% $43.11 +2.6%
37 AMAT APPLIED MATLS INC Technology 941.0 $681K 0.22% -43.0 -4.4% $723.32 -39.7%
38 SPYM SPDR SERIES TRUST 7,531.0 $662K 0.21% -887.0 -10.5% $87.88 +3.6%
39 KO COCA COLA CO Consumer Defensive 8,038.0 $653K 0.21% -10K -55.9% $81.27 +9.3%
40 VRT VERTIV HOLDINGS CO Industrials 1,896.0 $635K 0.20% -75.0 -3.8% $334.74 -19.7%
Page 2 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%