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Portfolio (Quarterly) Guide ↗

Raleigh Capital Management Inc.

· CIK 0001911726
13F Portfolio $276M AUM 583 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 583 New
Page 4 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEP AMERICAN ELEC PWR CO INC Utilities 11,753.0 $1.4M 0.49% NEW $115.31 +20.3%
62 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,979.0 $1.3M 0.47% NEW $100.89 +8.4%
63 PH PARKER-HANNIFIN CORP Industrials 1,485.0 $1.3M 0.47% NEW $879.02 +10.2%
64 PAYX PAYCHEX INC Industrials 11,410.0 $1.3M 0.47% NEW $112.18 -10.9%
65 KO COCA COLA CO Consumer Defensive 18,122.0 $1.3M 0.46% NEW $69.91 +18.2%
66 PPL PPL CORP Utilities 35,855.0 $1.3M 0.46% NEW $35.02 +5.7%
67 MRK MERCK & CO INC Healthcare 11,466.0 $1.2M 0.44% NEW $105.26 +22.0%
68 WFC WELLS FARGO CO NEW Financial Services 12,885.0 $1.2M 0.44% NEW $93.20 -10.0%
69 BMO BANK MONTREAL QUE Financial Services 9,168.0 $1.2M 0.43% NEW $129.79 +34.9%
70 EBND SPDR SERIES TRUST 54,811.0 $1.2M 0.42% NEW $21.37 -2.1%
71 QUAL ISHARES TR 5,637.0 $1.1M 0.41% NEW $198.63 +7.6%
72 BK BANK NEW YORK MELLON CORP Financial Services 9,297.0 $1.1M 0.39% NEW $116.09 +22.2%
73 GILD GILEAD SCIENCES INC Healthcare 8,640.0 $1.1M 0.39% NEW $122.74 +4.2%
74 WMT WALMART INC Consumer Defensive 9,299.0 $1.0M 0.38% NEW $111.41 +3.8%
75 IBB ISHARES TR 6,043.0 $1.0M 0.37% NEW $168.77 +11.0%
76 SO SOUTHERN CO Utilities 11,570.0 $1.0M 0.37% NEW $87.20 +11.4%
77 UNILEVER PLC 15,418.0 $1.0M 0.37% NEW $65.40
78 MO ALTRIA GROUP INC Consumer Defensive 17,382.0 $1.0M 0.36% NEW $57.66 +28.0%
79 BAI BLACKROCK ETF TRUST 29,990.0 $999K 0.36% NEW $33.30 +47.5%
80 THRO BLACKROCK ETF TRUST 25,796.0 $995K 0.36% NEW $38.56 +8.8%
Page 4 of 30  ·  583 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 24.5%
Technology 18.2%
Healthcare 12.4%
Consumer Defensive 8.6%
Communication Services 7.5%
Utilities 7.3%
Energy 6.5%
Industrials 5.7%
Consumer Cyclical 5.3%
Real Estate 3.7%