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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 24 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 10.0 $769.0 $76.90 -2.1%
462 FEDEX FGHT HLDG CO INC 5.0 $755.0 NEW $151.00
463 ICVT ISHARES TR 6.0 $739.0 -8.0 -57.1% $123.17 -8.9%
464 EMB ISHARES TR 7.0 $684.0 -3.0 -30.0% $97.71 -3.7%
465 NSC NORFOLK SOUTHN CORP Industrials 2.0 $673.0 $336.50 -1.6%
466 DEO DIAGEO PLC Consumer Defensive 8.0 $650.0 -12.0 -60.0% $81.25 +12.5%
467 EQT EQT CORP Energy 10.0 $533.0 $53.30 +4.0%
468 D DOMINION ENERGY INC Utilities 7.0 $490.0 -1.0 -12.5% $70.00 -5.8%
469 HII HUNTINGTON INGALLS INDS INC Industrials 2.0 $479.0 $239.50 +20.8%
470 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 9.0 $465.0 -62.0 -87.3% $51.67 +29.5%
471 GSK GSK PLC Healthcare 9.0 $458.0 -4K -99.8% $50.89 -1.0%
472 IRM IRON MTN INC DEL Real Estate 3.0 $422.0 $140.67 -21.1%
473 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 8.0 $417.0 -1.0 -11.1% $52.12 +1.3%
474 PEGA PEGASYSTEMS INC Technology 12.0 $364.0 -2K -99.3% $30.33 +21.4%
475 AMP AMERIPRISE FINL INC Financial Services $204.0 NEW
476 BKR BAKER HUGHES COMPANY Energy 3.0 $172.0 $57.33 +12.1%
477 HBAN HUNTINGTON BANCSHARES INC Financial Services 10.0 $169.0 -49K -100.0% $16.90 -0.3%
478 XLI SELECT SECTOR SPDR TR 1.0 $166.0 $166.00 +4.0%
479 BIL SPDR SERIES TRUST 2.0 $157.0 -8K -100.0% $78.50 +16.4%
480 XLC SELECT SECTOR SPDR TR 1.0 $150.0 $150.00 -24.8%
Page 24 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%