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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 37 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SPYV SPDR SERIES TRUST $18.0 NEW
722 FNDE SCHWAB STRATEGIC TR $18.0 NEW
723 KRC KILROY REALTY CORP Real Estate 1.0 $17.0 $17.00 +123.8%
724 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials $17.0 NEW
725 STAG STAG INDUSTRIAL INC Real Estate $17.0 -100.0%
726 NVT NVENT ELEC PLC Industrials $17.0 NEW
727 AMH AMERICAN HOMES 4 RENT Real Estate 1.0 $16.0 $16.00 +113.1%
728 J JACOBS SOLUTIONS INC Industrials $16.0 NEW
729 FREL FIDELITY COVINGTON TRUST 1.0 $15.0 -1.0 -50.0% $15.00 +99.8%
730 KHC KRAFT HEINZ CO Consumer Defensive 1.0 $15.0 $15.00 +58.0%
731 MLI MUELLER INDS INC Industrials $15.0 NEW
732 G GENPACT LIMITED Technology $15.0 NEW
733 FBIN FORTUNE BRANDS INNOVATIONS I Industrials $14.0 -100.0%
734 IRT INDEPENDENCE RLTY TR INC Real Estate 1.0 $14.0 $14.00 +20.8%
735 PR PERMIAN RESOURCES CORP Energy 1.0 $14.0 $14.00 +33.7%
736 SCI SERVICE CORP INTL Consumer Cyclical $14.0 NEW
737 FIX COMFORT SYS USA INC Industrials $12.0 NEW
738 BWXT BWX TECHNOLOGIES INC Industrials $11.0 NEW
739 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials $11.0 NEW
740 EVR EVERCORE INC Financial Services $11.0 NEW
Page 37 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%