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Portfolio (Quarterly) Guide ↗

Raleigh Capital Management Inc.

· CIK 0001911726
13F Portfolio $276M AUM 583 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 583 New
Page 20 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NUE NUCOR CORP Basic Materials 74.0 $12K 0.00% NEW $163.42 +46.7%
382 FDD FIRST TR EXCHANGE-TRADED FD 678.0 $12K 0.00% NEW $17.50 +5.9%
383 ESS ESSEX PPTY TR INC Real Estate 45.0 $12K 0.00% NEW $260.87 +13.2%
384 MKC MCCORMICK & CO INC Consumer Defensive 168.0 $11K 0.00% NEW $68.18 -25.1%
385 LNT ALLIANT ENERGY CORP Utilities 173.0 $11K 0.00% NEW $65.10 +18.7%
386 SDVY FIRST TR EXCHANGE-TRADED FD 291.0 $11K 0.00% NEW $38.30 +12.5%
387 EVRG EVERGY INC Utilities 153.0 $11K 0.00% NEW $72.33 +20.6%
388 JCI JOHNSON CTLS INTL PLC Industrials 91.0 $11K 0.00% NEW $120.15 +15.2%
389 AVEM AMERICAN CENTY ETF TR 140.0 $11K 0.00% NEW $77.11 +22.4%
390 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 813.0 $11K 0.00% NEW $13.24 -44.0%
391 EMLP FIRST TR EXCHANGE-TRADED FD 278.0 $11K 0.00% NEW $37.87 +16.1%
392 FG F&G ANNUITIES & LIFE INC Financial Services 316.0 $10K 0.00% NEW $30.80 -12.3%
393 EMXC ISHARES INC 133.0 $10K 0.00% NEW $72.59 +37.8%
394 RMD RESMED INC Healthcare 39.0 $9K 0.00% NEW $241.77 -17.2%
395 HEFA ISHARES TR 226.0 $9K 0.00% NEW $41.28 +12.5%
396 IONQ IONQ INC Technology 200.0 $9K 0.00% NEW $44.87 +9.9%
397 ZTS ZOETIS INC Healthcare 70.0 $9K 0.00% NEW $126.61 -39.9%
398 FELG FIDELITY COVINGTON TRUST 208.0 $9K 0.00% NEW $41.74 +0.9%
399 ALV AUTOLIV INC Consumer Cyclical 69.0 $8K 0.00% NEW $119.00 +0.1%
400 IRM IRON MTN INC DEL Real Estate 98.0 $8K 0.00% NEW $82.89 +59.8%
Page 20 of 30  ·  583 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 24.5%
Technology 18.2%
Healthcare 12.4%
Consumer Defensive 8.6%
Communication Services 7.5%
Utilities 7.3%
Energy 6.5%
Industrials 5.7%
Consumer Cyclical 5.3%
Real Estate 3.7%