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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 20 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EMLP FIRST TR EXCHANGE-TRADED FD 280.0 $12K 0.00% +2.0 +0.7% $43.60 +0.9%
382 AVEM AMERICAN CENTY ETF TR 151.0 $12K 0.00% +11.0 +7.9% $80.72 +16.9%
383 OKTA OKTA INC Technology 154.0 $12K 0.00% $78.71 +57.9%
384 FDD FIRST TR EXCHANGE-TRADED FD 680.0 $12K 0.00% $17.81 +4.1%
385 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 323.0 $12K 0.00% NEW $37.01 +32.9%
386 JCI JOHNSON CONTROLS INTERNATION Industrials 89.0 $12K 0.00% -2.0 -2.2% $131.48 +5.3%
387 CRH PLC 110.0 $12K 0.00% -40.0 -26.7% $105.02
388 TSN TYSON FOODS INC Consumer Defensive 180.0 $12K 0.00% NEW $64.07 -8.6%
389 FXU FIRST TR EXCHANGE-TRADED FD 232.0 $12K 0.00% NEW $49.59 +1.3%
390 SDVY FIRST TR EXCHANGE TRADED FD 291.0 $11K 0.00% $39.49 +9.1%
391 ARMK ARAMARK Industrials 280.0 $11K 0.00% NEW $40.56 +38.2%
392 STIP ISHARES TR 108.0 $11K 0.00% +77.0 +248.4% $103.64 -1.4%
393 ESS ESSEX PPTY TR INC Real Estate 46.0 $11K 0.00% +1.0 +2.2% $242.00 +22.0%
394 STE STERIS PLC Healthcare 48.0 $11K 0.00% -2K -97.2% $219.73 -1.8%
395 SCHW SCHWAB CHARLES CORP Financial Services 112.0 $11K 0.00% +92.0 +460.0% $94.02 -3.6%
396 RMD RESMED INC Healthcare 45.0 $10K 0.00% +6.0 +15.4% $225.31 -11.1%
397 TRV TRAVELERS COMPANIES INC Financial Services 34.0 $10K 0.00% NEW $291.68 +12.2%
398 VOO VANGUARD INDEX FDS 16.0 $10K 0.00% NEW $597.56 +12.1%
399 SNDA SONIDA SENIOR LIVING INC Healthcare 296.0 $10K 0.00% NEW $32.25 +21.0%
400 MKC MCCORMICK & CO INC Consumer Defensive 183.0 $9K 0.00% +15.0 +8.9% $50.44 +1.2%
Page 20 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%