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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 19 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SHLD GLOBAL X FDS 241.0 $14K 0.01% +48.0 +24.9% $59.83 +5.3%
362 AFL AFLAC INC Financial Services 122.0 $14K 0.01% $117.54 -0.3%
363 USHY ISHARES TR 379.0 $14K 0.00% +7.0 +1.9% $36.99 -1.0%
364 AVEM AMERICAN CENTY ETF TR 141.0 $14K 0.00% -10.0 -6.6% $96.54 +0.3%
365 ESS ESSEX PPTY TR INC Real Estate 46.0 $14K 0.00% $294.61 -5.4%
366 EVRG EVERGY INC Utilities 155.0 $13K 0.00% +1.0 +0.7% $86.57 -5.8%
367 LNT ALLIANT ENERGY CORP Utilities 173.0 $13K 0.00% +1.0 +0.6% $76.41 -11.0%
368 FDD FIRST TR EXCHANGE-TRADED FD 698.0 $13K 0.00% +18.0 +2.6% $18.56 +11.6%
369 SDVY FIRST TR EXCHANGE TRADED FD 292.0 $13K 0.00% $43.14 +0.7%
370 TPR TAPESTRY INC Consumer Cyclical 84.0 $12K 0.00% -9.0 -9.7% $146.52 -16.6%
371 CRH PLC 113.0 $12K 0.00% +3.0 +2.7% $107.03
372 SNDA SONIDA SENIOR LIVING INC Healthcare 296.0 $12K 0.00% $40.80 -7.6%
373 NXPI NXP SEMICONDUCTORS N V Technology 42.0 $12K 0.00% -1.0 -2.3% $281.31 -19.0%
374 PZA INVESCO EXCH TRADED FD TR II 500.0 $12K 0.00% NEW $23.52 -4.7%
375 HUT 8 CORP 100.0 $12K 0.00% $115.45
376 TRV TRAVELERS COMPANIES INC Financial Services 34.0 $11K 0.00% $331.38 +11.5%
377 LOW LOWES COS INC Consumer Cyclical 49.0 $11K 0.00% -40.0 -44.9% $222.61 -8.2%
378 RSPC INVESCO EXCHANGE TRADED FD T 301.0 $11K 0.00% -1K -80.3% $35.27 +5.0%
379 NKE NIKE INC Consumer Cyclical 245.0 $10K 0.00% -31.0 -11.2% $41.06 -6.5%
380 STE STERIS PLC Healthcare 48.0 $10K 0.00% $209.35 +7.3%
Page 19 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%