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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 31 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 GAP GAP INC Consumer Cyclical $3.0 NEW
602 KKR KKR & CO INC $3.0 -100.0%
603 MMS MAXIMUS INC Industrials $3.0 NEW
604 CNH INDL N V $3.0 NEW
605 AMG AFFILIATED MANAGERS GROUP Financial Services $2.0 NEW
606 ATKR ATKORE INC Industrials $2.0 NEW
607 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services $2.0 NEW
608 LW LAMB WESTON HLDGS INC Consumer Defensive $2.0 NEW
609 VLTO VERALTO CORP Industrials $2.0 NEW
610 WU WESTERN UN CO Financial Services $2.0 NEW
Page 31 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%