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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 18 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EIX EDISON INTL Utilities 293.0 $22K 0.01% +4.0 +1.4% $74.50 -23.8%
342 USMV ISHARES TR 216.0 $21K 0.01% +56.0 +35.0% $96.28 +4.7%
343 IJR ISHARES TR 140.0 $21K 0.01% -18.0 -11.4% $148.15 -1.9%
344 MCHP MICROCHIP TECHNOLOGY INC. Technology 227.0 $21K 0.01% $91.28 -18.7%
345 IJH ISHARES TR 257.0 $20K 0.01% -32.0 -11.1% $77.15 -1.7%
346 MWA MUELLER WTR PRODS INC Industrials 745.0 $19K 0.01% $25.84 -7.3%
347 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 220.0 $19K 0.01% $87.22 +6.8%
348 VKTX VIKING THERAPEUTICS INC Healthcare 489.0 $19K 0.01% -512.0 -51.1% $39.01 -10.6%
349 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 65.0 $19K 0.01% $293.25 +2.7%
350 PSTG EVERPURE INC 238.0 $19K 0.01% -90.0 -27.4% $78.79
351 ES EVERSOURCE ENERGY Utilities 256.0 $19K 0.01% +2.0 +0.8% $72.32 -1.8%
352 FS SPECIALTY LENDING FD 1,639.0 $18K 0.01% -2K -52.6% $11.15
353 CL COLGATE PALMOLIVE CO Consumer Defensive 196.0 $18K 0.01% -18.0 -8.4% $91.90 -3.4%
354 TROW PRICE T ROWE GROUP INC Financial Services 155.0 $18K 0.01% +1.0 +0.7% $113.86 -3.6%
355 LEIDOS HOLDINGS INC 171.0 $18K 0.01% $103.16
356 ITW ILLINOIS TOOL WKS INC Industrials 61.0 $17K 0.01% $271.25 -0.4%
357 ARMK ARAMARK Industrials 287.0 $16K 0.01% +7.0 +2.5% $56.94 -0.3%
358 ATO ATMOS ENERGY CORP Utilities 90.0 $15K 0.01% +1.0 +1.1% $171.50 -2.3%
359 CINF CINCINNATI FINL CORP Financial Services 82.0 $15K 0.01% -3.0 -3.5% $186.06 -8.0%
360 SCHB SCHWAB STRATEGIC TR 500.0 $14K 0.01% $28.96 +2.7%
Page 18 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%