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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 7 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTU INTUIT Technology 11.0 $5K 0.00% -64.0 -85.3% $437.64 -38.8%
122 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 500.0 $5K 0.00% -313.0 -38.5% $9.28 -20.0%
123 GEV GE VERNOVA INC Utilities 5.0 $4K 0.00% -1.0 -16.7% $873.00 +19.7%
124 CHRW C H ROBINSON WORLDWIDE IN Industrials 24.0 $4K 0.00% -59.0 -71.1% $166.08 +8.0%
125 IYW ISHARES TR 21.0 $4K 0.00% -86.0 -80.4% $182.43 +31.4%
126 EMXC ISHARES INC 39.0 $3K 0.00% -94.0 -70.7% $79.44 +26.0%
127 OEF ISHARES TR 9.0 $3K 0.00% -5K -99.8% $322.89 +10.7%
128 PNR PENTAIR PLC Industrials 24.0 $2K 0.00% -3K -99.1% $87.12 -12.3%
129 ALGN ALIGN TECHNOLOGY INC Healthcare 11.0 $2K 0.00% -11.0 -50.0% $171.45 +4.1%
130 AWI ARMSTRONG WORLD INDS INC NEW Industrials 11.0 $2K 0.00% -1K -99.2% $166.45 -2.6%
131 DEO DIAGEO PLC Consumer Defensive 20.0 $2K 0.00% -9K -99.8% $75.05 +11.3%
132 MDB MONGODB INC Technology 6.0 $1K 0.00% -769.0 -99.2% $244.83 +28.3%
133 HEFA ISHARES TR 34.0 $1K 0.00% -192.0 -85.0% $42.71 +8.7%
134 BXP BXP INC Real Estate 26.0 $1K -300.0 -92.0% $52.54 +28.3%
135 PYPL PAYPAL HLDGS INC Financial Services 30.0 $1K -1K -97.4% $45.23 -2.1%
136 EMB ISHARES TR 10.0 $939.0 -230.0 -95.8% $93.90 +2.8%
137 LECO LINCOLN ELEC HLDGS INC Industrials 3.0 $825.0 -1.0 -25.0% $275.00 -3.1%
138 RGA REINSURANCE GROUP AMER INC Financial Services 4.0 $800.0 -1.0 -20.0% $200.00 +7.6%
139 RDDT REDDIT INC Communication Services 5.0 $673.0 -625.0 -99.2% $134.60 +24.0%
140 NSC NORFOLK SOUTHN CORP Industrials 2.0 $611.0 -950.0 -99.8% $305.50 +2.4%
Page 7 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%