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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AFRM AFFIRM HLDGS INC Technology 13.0 $596.0 -2K -99.2% $45.85 +73.4%
142 D DOMINION ENERGY INC Utilities 8.0 $473.0 -20.0 -71.4% $59.12 +17.4%
143 IRM IRON MTN INC DEL Real Estate 3.0 $338.0 -95.0 -96.9% $112.67 +17.6%
144 AMP AMERIPRISE FINL INC Financial Services $196.0 -100.0%
145 BKR BAKER HUGHES COMPANY Energy 3.0 $188.0 -1.0 -25.0% $62.67 -9.7%
146 CAG CONAGRA BRANDS INC Consumer Defensive 10.0 $164.0 -1.0 -9.1% $16.40 -14.3%
147 PATH UIPATH INC Technology 12.0 $133.0 -2K -99.2% $11.08 -5.0%
148 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 7.0 $105.0 -12.0 -63.2% $15.00 +16.7%
149 XLY SELECT SECTOR SPDR TR 1.0 $83.0 -6K -100.0% $83.00 +37.8%
150 FUTY FIDELITY COVINGTON TRUST 1.0 $50.0 -1.0 -50.0% $50.00 +19.0%
151 SPIB SPDR SERIES TRUST 1.0 $29.0 -27.0 -96.4% $29.00 +15.6%
152 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 3.0 $28.0 -1.0 -25.0% $9.33 +18.0%
153 JBL JABIL INC Technology $27.0 -100.0%
154 NUE NUCOR CORP Basic Materials $23.0 -100.0%
155 STAG STAG INDUSTRIAL INC Real Estate $17.0 -100.0%
156 FREL FIDELITY COVINGTON TRUST 1.0 $15.0 -1.0 -50.0% $15.00 +99.8%
157 FBIN FORTUNE BRANDS INNOVATIONS I Industrials $14.0 -100.0%
158 CARR CARRIER GLOBAL CORPORATION Industrials $9.0 -100.0%
159 IWR ISHARES TR $8.0 -100.0%
Page 8 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%