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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 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPTM SPDR SERIES TRUST 4,670.0 $424K 0.14% -691.0 -12.9% $90.78 +3.2%
62 SLB SLB LIMITED Energy 9,084.0 $422K 0.14% -1K -12.8% $46.49 +23.5%
63 FERG FERGUSON ENTERPRISES INC Industrials 1,763.0 $418K 0.13% -54.0 -3.0% $237.32 -5.9%
64 VFLO VICTORY PORTFOLIOS II 8,311.0 $380K 0.12% -1K -14.9% $45.75 +22.6%
65 MCK MCKESSON CORP Healthcare 498.0 $377K 0.12% -9.0 -1.8% $756.31 +21.8%
66 BNDX VANGUARD CHARLOTTE FDS 7,677.0 $372K 0.12% -425.0 -5.2% $48.43 -2.1%
67 MUB ISHARES TR 3,433.0 $369K 0.12% -4K -55.9% $107.62 -3.4%
68 C CITIGROUP INC Financial Services 2,627.0 $368K 0.12% -131.0 -4.8% $139.98 -1.3%
69 AEP AMERICAN ELEC PWR CO INC Utilities 2,603.0 $356K 0.11% -83.0 -3.1% $136.82 -8.9%
70 AJG GALLAGHER ARTHUR J & CO Financial Services 1,538.0 $353K 0.11% -24.0 -1.5% $229.56 +16.2%
71 LAMR LAMAR ADVERTISING CO Real Estate 2,238.0 $349K 0.11% -73.0 -3.2% $155.98 -2.8%
72 BSV VANGUARD BD INDEX FDS 4,467.0 $348K 0.11% -238.0 -5.1% $77.91 -0.9%
73 UNH UNITEDHEALTH GROUP INC Healthcare 798.0 $332K 0.11% -8.0 -1.0% $415.52 -3.5%
74 TMSL T ROWE PRICE EXCHANGE-TRADED 7,271.0 $319K 0.10% -1K -12.9% $43.85 -2.7%
75 LDUR PIMCO ETF TR 3,309.0 $316K 0.10% -448.0 -11.9% $95.61 -0.5%
76 TLH ISHARES TR 3,134.0 $314K 0.10% -224.0 -6.7% $100.34 -3.8%
77 VWO VANGUARD INTL EQUITY INDEX F 4,845.0 $289K 0.09% -277.0 -5.4% $59.69 +2.2%
78 PYLD PIMCO ETF TR 10,717.0 $284K 0.09% -1K -11.7% $26.52 -1.8%
79 BALL BALL CORP Consumer Cyclical 3,978.0 $248K 0.08% -38.0 -0.9% $62.40 +0.8%
80 ROE EA SERIES TRUST 5,636.0 $240K 0.08% -1K -15.7% $42.63 +2.3%
Page 4 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%