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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 10 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PYLD PIMCO ETF TR 10,717.0 $284K 0.09% -1K -11.7% $26.52 -2.1%
182 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,433.0 $279K 0.09% $81.16 -9.9%
183 CNP CENTERPOINT ENERGY INC Utilities 6,163.0 $271K 0.09% $44.04 -10.9%
184 MS MORGAN STANLEY Financial Services 1,291.0 $270K 0.09% $209.12 +1.5%
185 GILD GILEAD SCIENCES INC Healthcare 2,017.0 $255K 0.08% $126.31 +20.3%
186 ROST ROSS STORES INC Consumer Cyclical 1,193.0 $254K 0.08% +39.0 +3.4% $212.94 +7.5%
187 BALL BALL CORP Consumer Cyclical 3,978.0 $248K 0.08% -38.0 -0.9% $62.40 +1.3%
188 ANET ARISTA NETWORKS INC Technology 1,460.0 $248K 0.08% +154.0 +11.8% $169.88 +11.5%
189 ROE EA SERIES TRUST 5,636.0 $240K 0.08% -1K -15.7% $42.63 +1.2%
190 FORTINET INC 1,563.0 $240K 0.08% +2K +10000.0% $153.62
191 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,493.0 $240K 0.08% +215.0 +9.4% $96.12 -53.8%
192 BSX BOSTON SCIENTIFIC CORP Healthcare 5,395.0 $230K 0.07% -431.0 -7.4% $42.68 +14.9%
193 ROKU ROKU INC Communication Services 1,591.0 $220K 0.07% +69.0 +4.5% $138.11 +13.8%
194 IALT BLACKROCK ETF TRUST 7,738.0 $217K 0.07% NEW $28.05 +3.6%
195 CI THE CIGNA GROUP Healthcare 786.0 $217K 0.07% -65.0 -7.6% $275.63 +3.5%
196 VB VANGUARD INDEX FDS 684.0 $207K 0.07% -31.0 -4.3% $303.10 -2.1%
197 WPC WP CAREY INC Real Estate 2,827.0 $202K 0.07% -50.0 -1.7% $71.51 -2.3%
198 BDX BECTON DICKINSON & CO Healthcare 1,330.0 $201K 0.06% -80.0 -5.7% $151.38 +25.2%
199 PSX PHILLIPS 66 Energy 1,185.0 $200K 0.06% +69.0 +6.2% $169.07 +49.2%
200 CCI CROWN CASTLE INC Real Estate 2,638.0 $200K 0.06% -19.0 -0.7% $75.74 -1.1%
Page 10 of 31  ·  610 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%