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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 39 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CE CELANESE CORP DEL Basic Materials $5.0 NEW
762 M MACYS INC Consumer Cyclical $5.0 NEW
763 RNR RENAISSANCERE HLDGS LTD Financial Services $5.0 NEW
764 KNG FIRST TR EXCHANGE-TRADED FD $4.0 NEW
765 GAP GAP INC Consumer Cyclical $4.0 NEW
766 GPN GLOBAL PMTS INC Industrials $4.0 NEW
767 MMS MAXIMUS INC Industrials $4.0 NEW
768 ONB OLD NATL BANCORP IND Financial Services $3.0 NEW
769 CNH INDL N V $3.0 NEW
770 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services $2.0 NEW
771 LW LAMB WESTON HLDGS INC Consumer Defensive $2.0 NEW
772 VLTO VERALTO CORP Industrials $2.0 NEW
773 WU WESTERN UN CO Financial Services $2.0 NEW
774 AMG AFFILIATED MANAGERS GROUP Financial Services $1.0 NEW
775 ATKR ATKORE INC Industrials $1.0 NEW
Page 39 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%