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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 13 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VO VANGUARD INDEX FDS 1,192.0 $96K 0.03% +895.0 +301.4% $80.60 +1.1%
242 DBMF LITMAN GREGORY FDS TR 3,087.0 $94K 0.03% -446.0 -12.6% $30.61 +3.0%
243 FBRT FRANKLIN BSP RLTY TR INC Real Estate 11,345.0 $92K 0.03% $8.14 +5.0%
244 KDP KEURIG DR PEPPER INC Consumer Defensive 2,751.0 $90K 0.03% +565.0 +25.9% $32.74 +0.2%
245 FLRN SPDR SERIES TRUST 2,872.0 $89K 0.03% -5K -65.5% $30.85 -0.3%
246 SMA SMARTSTOP SELF STORAG REIT I Real Estate 2,671.0 $87K 0.03% $32.50 +0.2%
247 VGLT VANGUARD SCOTTSDALE FDS 1,531.0 $84K 0.03% +172.0 +12.7% $55.18 -4.7%
248 NEE NEXTERA ENERGY INC Utilities 959.0 $84K 0.03% -97.0 -9.2% $87.80 -5.6%
249 HIG HARTFORD INSURANCE GROUP INC Financial Services 618.0 $82K 0.03% -6.0 -1.0% $132.49 +3.8%
250 EMLC VANECK ETF TRUST 3,143.0 $80K 0.03% +751.0 +31.4% $25.56 -0.3%
251 FBCG FIDELITY COVINGTON TRUST 1,269.0 $79K 0.03% $62.13 -1.4%
252 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 199.0 $77K 0.03% -39.0 -16.4% $386.64 +4.9%
253 PANW PALO ALTO NETWORKS INC Technology 222.0 $76K 0.02% -2.0 -0.9% $341.02 -5.2%
254 ANNALY CAPITAL MANAGEMENT IN 3,351.0 $75K 0.02% -441.0 -11.6% $22.36
255 CTA SIMPLIFY EXCHANGE TRADED FUN 2,811.0 $73K 0.02% -374.0 -11.7% $25.94 +12.0%
256 DG DOLLAR GEN CORP Consumer Defensive 617.0 $71K 0.02% -91.0 -12.8% $115.12 +15.7%
257 CTAS CINTAS CORP Industrials 417.0 $71K 0.02% -1K -71.1% $170.28 +16.2%
258 RSG REPUBLIC SVCS INC Industrials 321.0 $68K 0.02% -12.0 -3.6% $213.07 +5.0%
259 MAR MARRIOTT INTL INC NEW Consumer Cyclical 184.0 $68K 0.02% -2.0 -1.1% $371.51 -9.9%
260 GPC GENUINE PARTS CO Consumer Cyclical 573.0 $68K 0.02% -123.0 -17.7% $118.06 +16.2%
Page 13 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%