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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 4 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLPI GAMING & LEISURE P Real Estate 3,649.0 $162K 0.06% -146.0 -3.9% $44.36 +3.4%
62 ANET ARISTA NETWORKS INC Technology 1,306.0 $160K 0.06% -1K -49.5% $122.78 +28.4%
63 ADBE ADOBE INC Technology 647.0 $157K 0.05% -2K -75.5% $243.08 -16.6%
64 DHR DANAHER CORP DEL Healthcare 828.0 $157K 0.05% -14.0 -1.7% $189.61 +3.2%
65 OVV OVINTIV INC Energy 2,457.0 $146K 0.05% -41.0 -1.6% $59.37 -10.4%
66 IWM ISHARES TR 461.0 $114K 0.04% -3K -84.5% $247.79 +20.2%
67 DBMF LITMAN GREGORY FDS TR 3,533.0 $107K 0.04% -41.0 -1.1% $30.15 +0.4%
68 IAU ISHARES GOLD TR Financial Services 1,114.0 $98K 0.03% -2K -58.7% $88.16 -13.2%
69 DG DOLLAR GEN CORP Consumer Defensive 708.0 $84K 0.03% -391.0 -35.6% $118.76 +0.6%
70 SMA SMARTSTOP SELF STORAG REIT I Real Estate 2,671.0 $81K 0.03% -7K -71.2% $30.28 +10.4%
71 QQQ INVESCO QQQ TR Financial Services 140.0 $81K 0.03% -3K -95.7% $575.32 +22.8%
72 ANNALY CAPITAL MANAGEMENT IN 3,792.0 $80K 0.03% -524.0 -12.1% $21.15
73 BINC BLACKROCK ETF TRUST II 1,498.0 $78K 0.03% -342.0 -18.6% $51.94 +0.9%
74 GPC GENUINE PARTS CO Consumer Cyclical 696.0 $74K 0.03% -150.0 -17.7% $105.80 +9.7%
75 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 2,597.0 $69K 0.02% -232.0 -8.2% $26.43 +14.2%
76 JAAA JANUS DETROIT STR TR 1,315.0 $66K 0.02% -6K -82.3% $50.35 +0.6%
77 FIXD FIRST TR EXCHNG TRADED FD VI 1,509.0 $66K 0.02% -123.0 -7.5% $43.58 +0.4%
78 MAR MARRIOTT INTL INC NEW Consumer Cyclical 186.0 $61K 0.02% -4.0 -2.1% $327.44 +15.2%
79 HYLS FIRST TR EXCHANGE-TRADED FD 1,489.0 $60K 0.02% -2K -51.0% $40.56 +0.1%
80 PPG PPG INDS INC Basic Materials 564.0 $60K 0.02% -14.0 -2.4% $106.96 +15.2%
Page 4 of 8  ·  159 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%