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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 19 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ITW ILLINOIS TOOL WKS INC Industrials 61.0 $16K 0.01% +1.0 +1.7% $259.49 +3.2%
362 VTRS VIATRIS INC Healthcare 1,151.0 $16K 0.01% NEW $13.51 +20.9%
363 USMV ISHARES TR 160.0 $15K 0.01% -54.0 -25.2% $92.75 +3.5%
364 MIR MIRION TECHNOLOGIES INC Industrials 798.0 $15K 0.01% $18.59 -0.8%
365 MCHP MICROCHIP TECHNOLOGY INC. Technology 226.0 $15K 0.01% -61.0 -21.2% $64.65 +36.0%
366 NKE NIKE INC Consumer Cyclical 276.0 $15K 0.01% +82.0 +42.3% $52.89 -23.0%
367 TXN TEXAS INSTRS INC Technology 74.0 $14K 0.01% -4K -98.1% $194.09 +47.1%
368 TROW PRICE T ROWE GROUP INC Financial Services 154.0 $14K 0.01% -3.0 -1.9% $90.09 +22.4%
369 USHY ISHARES TR 372.0 $14K 0.01% +4.0 +1.1% $36.86 +0.3%
370 SHLD GLOBAL X FDS 193.0 $14K 0.01% -5.0 -2.5% $71.01 -17.8%
371 EL LAUDER ESTEE COS INC Consumer Defensive 191.0 $14K 0.01% +2.0 +1.1% $71.58 +12.5%
372 TOST TOAST INC Technology 515.0 $14K 0.01% $26.51 +2.1%
373 CTRA COTERRA ENERGY INC Energy 381.0 $13K 0.01% +380.0 +10000.0% $35.14 -7.3%
374 CINF CINCINNATI FINL CORP Financial Services 85.0 $13K 0.01% -11.0 -11.5% $157.40 +17.0%
375 AFL AFLAC INC Financial Services 122.0 $13K 0.01% +1.0 +0.8% $109.39 +9.8%
376 TPR TAPESTRY INC Consumer Cyclical 93.0 $13K 0.01% -3.0 -3.1% $141.16 +3.4%
377 EVRG EVERGY INC Utilities 154.0 $13K 0.00% +1.0 +0.7% $81.90 +6.5%
378 SCHB SCHWAB STRATEGIC TR 500.0 $13K 0.00% $25.10 +12.9%
379 LNT ALLIANT ENERGY CORP Utilities 172.0 $12K 0.00% -1.0 -0.6% $71.76 +7.6%
380 NOC NORTHROP GRUMMAN CORP Industrials 18.0 $12K 0.00% NEW $682.22 -26.7%
Page 19 of 39  ·  775 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%