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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 17 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MAA MID-AMER APT CMNTYS INC Real Estate 214.0 $30K 0.01% $139.05 -7.5%
322 FSK FS KKR CAP CORP Financial Services 2,762.0 $29K 0.01% $10.50 +17.4%
323 RING ISHARES INC 448.0 $29K 0.01% +55.0 +14.0% $64.65 +37.8%
324 CGNX COGNEX CORP Technology 397.0 $29K 0.01% +3.0 +0.8% $72.46 -16.1%
325 KVUE KENVUE INC Consumer Defensive 1,441.0 $28K 0.01% -182.0 -11.2% $19.11 -0.8%
326 XLE SELECT SECTOR SPDR TR 516.0 $27K 0.01% +4.0 +0.8% $53.07 +21.8%
327 EOG EOG RES INC Energy 208.0 $27K 0.01% +4.0 +2.0% $129.91 +12.4%
328 REET ISHARES TR 951.0 $26K 0.01% -80.0 -7.8% $27.63 -0.3%
329 AA ALCOA CORP Basic Materials 486.0 $25K 0.01% -45.0 -8.5% $52.10 -2.0%
330 FID FIRST TR EXCHANGE TRADED FD 1,176.0 $25K 0.01% +18.0 +1.6% $21.45 +8.0%
331 NDAQ NASDAQ INC Financial Services 313.0 $25K 0.01% $78.93 +25.1%
332 FXU FIRST TR EXCHANGE-TRADED FD 499.0 $25K 0.01% +267.0 +115.1% $49.33 -4.5%
333 ITOT ISHARES TR 145.0 $24K 0.01% +1.0 +0.7% $163.71 +3.3%
334 CNC CENTENE CORP DEL Healthcare 368.0 $24K 0.01% +280.0 +318.2% $64.19 +6.0%
335 ED CONSOLIDATED EDISON INC Utilities 212.0 $23K 0.01% $110.79 -1.8%
336 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 305.0 $23K 0.01% +6.0 +2.0% $76.45 +10.4%
337 OMC OMNICOM GROUP INC Communication Services 315.0 $23K 0.01% +4.0 +1.3% $72.89 +16.2%
338 OHI OMEGA HEALTHCARE INVS INC Real Estate 473.0 $23K 0.01% +90.0 +23.5% $47.68 -1.3%
339 VFQY VANGUARD WELLINGTON FD 129.0 $22K 0.01% $170.92 +3.5%
340 ZM ZOOM COMMUNICATIONS INC Technology 253.0 $22K 0.01% $86.31 +13.7%
Page 17 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%