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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 29 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LNG CHENIERE ENERGY INC Energy 6.0 $2K 0.00% +5.0 +500.0% $283.83 -14.9%
562 BIO BIO RAD LABS INC Healthcare 6.0 $2K 0.00% NEW $278.83 +7.9%
563 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 23.0 $2K 0.00% NEW $72.57 +5.2%
564 JBT MAREL CORPORATION 13.0 $2K 0.00% NEW $127.85
565 ACIW ACI WORLDWIDE INC Technology 40.0 $2K 0.00% NEW $41.00 +20.1%
566 FSS FEDERAL SIGNAL CORP Industrials 15.0 $2K 0.00% NEW $108.13 +15.9%
567 NDSN NORDSON CORP Industrials 6.0 $2K 0.00% NEW $266.00 +13.3%
568 MMSI MERIT MED SYS INC Healthcare 23.0 $2K 0.00% NEW $68.91 +4.1%
569 UFPT UFP TECHNOLOGIES INC Healthcare 8.0 $2K 0.00% NEW $193.62 +34.2%
570 TDC TERADATA CORP DEL Technology 60.0 $2K 0.00% NEW $25.63 +28.2%
571 RGEN REPLIGEN CORP Healthcare 13.0 $2K 0.00% NEW $117.85 +24.7%
572 EW EDWARDS LIFESCIENCES CORP Healthcare 19.0 $2K 0.00% NEW $80.11 +13.3%
573 FDS FACTSET RESH SYS INC Financial Services 7.0 $2K 0.00% NEW $217.00 +6.8%
574 VLO VALERO ENERGY CORP Energy 6.0 $2K 0.00% $252.00 +2.9%
575 DEO DIAGEO PLC Consumer Defensive 20.0 $2K 0.00% -9K -99.8% $75.05 +11.3%
576 ICVT ISHARES TR 14.0 $1K 0.00% +5.0 +55.6% $104.93 +13.2%
577 MDB MONGODB INC Technology 6.0 $1K 0.00% -769.0 -99.2% $244.83 +28.3%
578 AVAV AEROVIRONMENT INC Industrials 8.0 $1K 0.00% NEW $183.00 -24.6%
579 ALLE ALLEGION PLC Industrials 10.0 $1K 0.00% NEW $145.30 -3.8%
580 HEFA ISHARES TR 34.0 $1K 0.00% -192.0 -85.0% $42.71 +8.7%
Page 29 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%