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Portfolio (Quarterly) Guide ↗

Raleigh Capital Management Inc.

· CIK 0001911726
13F Portfolio $313M AUM 610 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 89 New 164 Added 210 Reduced 177 Exited
Page 5 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT CATERPILLAR INC Industrials 979.0 $1.0M 0.33% -624.0 -38.9% $1064.54 -26.8%
82 TFC TRUIST FINL CORP Financial Services 20,782.0 $1.0M 0.33% -25K -55.0% $49.82 -0.8%
83 PG PROCTER & GAMBLE CO Consumer Defensive 6,997.0 $1.0M 0.33% -43.0 -0.6% $146.65 -0.3%
84 MTUM ISHARES TR 2,969.0 $1.0M 0.33% -898.0 -23.2% $342.84 -13.5%
85 SPAB SPDR SERIES TRUST 39,810.0 $1.0M 0.32% -95K -70.6% $25.52 -2.3%
86 WFC WELLS FARGO & CO Financial Services 12,182.0 $1.0M 0.32% -531.0 -4.2% $82.64 +5.3%
87 BLACKROCK ETF TRUST 26,079.0 $954K 0.30% +24K +1188.5% $36.60
88 JNJ JOHNSON & JOHNSON Healthcare 3,730.0 $947K 0.30% -26.0 -0.7% $253.96 +6.8%
89 BLCR BLACKROCK ETF TRUST 18,727.0 $943K 0.30% +2K +8.7% $50.37 -3.0%
90 NOW SERVICENOW INC Technology 9,476.0 $941K 0.30% +114.0 +1.2% $99.28 +43.9%
91 SCEP STERLING CAP FDS 37,549.0 $939K 0.30% +4K +13.2% $25.00 -1.4%
92 SNOW SNOWFLAKE INC Technology 3,657.0 $931K 0.30% +89.0 +2.5% $254.50 +25.7%
93 XEL XCEL ENERGY INC Utilities 11,469.0 $921K 0.29% -6K -34.7% $80.30 -5.5%
94 DDOG DATADOG INC Technology 3,380.0 $880K 0.28% +783.0 +30.1% $260.36 -14.0%
95 IEFA ISHARES TR 8,916.0 $861K 0.28% +1K +13.3% $96.58 +2.9%
96 HD HOME DEPOT INC Consumer Cyclical 2,415.0 $852K 0.27% -134.0 -5.3% $352.64 -9.3%
97 VUG VANGUARD INDEX FDS 9,666.0 $833K 0.27% +8K +466.9% $86.14 +1.4%
98 O REALTY INCOME CORP Real Estate 13,259.0 $822K 0.26% -3K -18.8% $61.96 -1.0%
99 BLACKROCK ETF TRUST 25,693.0 $817K 0.26% +4K +17.7% $31.78
100 HSY HERSHEY CO Consumer Defensive 4,636.0 $813K 0.26% +4K +1544.0% $175.46 +0.3%
Page 5 of 31  ·  610 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 22.7%
Technology 20.8%
Healthcare 11.2%
Consumer Defensive 8.8%
Communication Services 7.3%
Utilities 7.1%
Industrials 6.9%
Consumer Cyclical 5.2%
Energy 5.0%
Real Estate 4.7%