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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 27 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TTEK TETRA TECH INC NEW Industrials 1.0 $39.0 $39.00 -8.6%
522 CSL CARLISLE COS INC Industrials $38.0 NEW
523 WTRG ESSENTIAL UTILS INC Utilities 1.0 $38.0 $38.00 +7.9%
524 INTU INTUIT Technology $35.0 -100.0%
525 XLF SELECT SECTOR SPDR TR 1.0 $35.0 -1.0 -50.0% $35.00 +64.3%
526 DOW DOW HLDGS INC Basic Materials 1.0 $34.0 $34.00 -9.6%
527 ROK ROCKWELL AUTOMATION INC Industrials $33.0 NEW
528 CBSH COMMERCE BANCSHARES INC Financial Services 1.0 $32.0 $32.00 +79.4%
529 XLU SELECT SECTOR SPDR TR 1.0 $32.0 $32.00 +31.8%
530 EHC ENCOMPASS HEALTH CORP Healthcare $31.0 NEW
531 NUE NUCOR CORP Basic Materials $31.0 NEW
532 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 3.0 $30.0 $10.00 +10.1%
533 PB PROSPERITY BANCSHARES INC Financial Services $30.0 NEW
534 SPIB SPDR SERIES TRUST 1.0 $30.0 $30.00 +9.6%
535 WTS WATTS WATER TECHNOLOGIES INC Industrials $30.0 NEW
536 UGI UGI CORP NEW Utilities 1.0 $29.0 $29.00 +31.9%
537 WSO WATSCO INC Industrials $29.0 NEW
538 EMN EASTMAN CHEM CO Basic Materials $28.0 NEW
539 MSI MOTOROLA SOLUTIONS INC Technology $28.0 NEW
540 RS RELIANCE INC Basic Materials $28.0 NEW
Page 27 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%