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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 34 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 XLY SELECT SECTOR SPDR TR 1.0 $83.0 -6K -100.0% $83.00 +37.8%
662 XLF SELECT SECTOR SPDR TR 2.0 $81.0 $40.50 +32.3%
663 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1.0 $78.0 $78.00 +78.4%
664 IEF ISHARES TR 1.0 $78.0 $78.00 +21.8%
665 MDYV SPDR SERIES TRUST 1.0 $78.0 $78.00 +21.1%
666 NFG NATIONAL FUEL GAS CO Energy 1.0 $75.0 $75.00 +4.6%
667 TTC TORO CO Industrials 1.0 $70.0 $70.00 +38.3%
668 ITT ITT INC Industrials $69.0 NEW
669 NYT NEW YORK TIMES CO MTN BE Communication Services 1.0 $69.0 $69.00 +2.7%
670 CHRD CHORD ENERGY CORPORATION Energy $67.0 NEW
671 PCAR PACCAR INC Industrials 1.0 $64.0 $64.00 +88.6%
672 EGP EASTGROUP PPTYS INC Real Estate $63.0 NEW
673 MKSI MKS INC. Technology $61.0 NEW
674 XLK SELECT SECTOR SPDR TR $60.0 NEW
675 ADC AGREE RLTY CORP Real Estate 1.0 $54.0 $54.00 +42.6%
676 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 1.0 $52.0 $52.00 +23.5%
677 DOW DOW HLDGS INC Basic Materials 1.0 $51.0 $51.00 -43.1%
678 FUTY FIDELITY COVINGTON TRUST 1.0 $50.0 -1.0 -50.0% $50.00 +19.0%
679 FIDU FIDELITY COVINGTON TRUST 1.0 $49.0 $49.00 +98.3%
680 FMAT FIDELITY COVINGTON TRUST 1.0 $47.0 $47.00 +26.3%
Page 34 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%