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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 33 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 9.0 $409.0 $45.44 +21.5%
642 IRM IRON MTN INC DEL Real Estate 3.0 $338.0 -95.0 -96.9% $112.67 +17.6%
643 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2.0 $251.0 NEW $125.50 -24.4%
644 AMP AMERIPRISE FINL INC Financial Services $196.0 -100.0%
645 BKR BAKER HUGHES COMPANY Energy 3.0 $188.0 -1.0 -25.0% $62.67 -9.7%
646 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 3.0 $187.0 NEW $62.33 -13.2%
647 BCE BCE INC Communication Services 7.0 $175.0 $25.00 -8.3%
648 CAG CONAGRA BRANDS INC Consumer Defensive 10.0 $164.0 -1.0 -9.1% $16.40 -14.1%
649 XLC SELECT SECTOR SPDR TR 1.0 $154.0 $154.00 -31.1%
650 HON HONEYWELL INTL INC Industrials 1.0 $146.0 $146.00 +59.0%
651 XLI SELECT SECTOR SPDR TR 1.0 $145.0 $145.00 +25.0%
652 PATH UIPATH INC Technology 12.0 $133.0 -2K -99.2% $11.08 -5.0%
653 RGTI RIGETTI COMPUTING INC Technology 9.0 $126.0 NEW $14.00 +31.1%
654 SOFI SOFI TECHNOLOGIES INC Financial Services 7.0 $111.0 NEW $15.86 +12.8%
655 ATR APTARGROUP INC Healthcare 1.0 $110.0 $110.00 +14.5%
656 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 7.0 $105.0 -12.0 -63.2% $15.00 +16.7%
657 GATX GATX CORP Industrials 1.0 $104.0 $104.00 +75.2%
658 OSK OSHKOSH CORP Industrials 1.0 $101.0 $101.00 +50.1%
659 IJK ISHARES TR 1.0 $97.0 $97.00 +18.9%
660 RPM RPM INTL INC Basic Materials 1.0 $94.0 $94.00 +19.6%
Page 33 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%