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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 8 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCD MCDONALDS CORP Consumer Cyclical 1,692.0 $457K 0.15% -39.0 -2.2% $270.36 -3.4%
142 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,241.0 $456K 0.15% -3K -32.7% $87.04 +3.9%
143 DIS DISNEY WALT CO Communication Services 4,738.0 $456K 0.15% +2K +95.5% $96.25 +10.4%
144 RBC RBC BEARINGS INC Industrials 705.0 $454K 0.14% +37.0 +5.5% $644.06 -24.1%
145 IBM INTERNATIONAL BUSINESS MACHS Technology 1,606.0 $452K 0.14% -16.0 -1.0% $281.28 -17.7%
146 FITB FIFTH THIRD BANCORP Financial Services 7,970.0 $449K 0.14% +43.0 +0.5% $56.37 -6.0%
147 LIN LINDE PLC Basic Materials 865.0 $449K 0.14% $518.90 -6.2%
148 FANG DIAMONDBACK ENERGY INC Energy 2,519.0 $443K 0.14% -103.0 -3.9% $175.76 +15.6%
149 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 6,089.0 $442K 0.14% -202.0 -3.2% $72.51 +7.9%
150 SPTM SPDR SERIES TRUST 4,670.0 $424K 0.14% -691.0 -12.9% $90.78 +1.7%
151 SLB SLB LIMITED Energy 9,084.0 $422K 0.14% -1K -12.8% $46.49 +22.9%
152 FERG FERGUSON ENTERPRISES INC Industrials 1,763.0 $418K 0.13% -54.0 -3.0% $237.32 -7.8%
153 JCI JOHNSON CONTROLS INTERNATION Industrials 2,781.0 $406K 0.13% +3K +3024.7% $146.13 -4.7%
154 GOVT ISHARES TR 17,723.0 $404K 0.13% +6K +47.8% $22.78 -2.0%
155 PECO PHILLIPS EDISON & CO INC Real Estate 9,368.0 $390K 0.12% +78.0 +0.8% $41.62 -6.5%
156 VFLO VICTORY PORTFOLIOS II 8,311.0 $380K 0.12% -1K -14.9% $45.75 +21.0%
157 MCK MCKESSON CORP Healthcare 498.0 $377K 0.12% -9.0 -1.8% $756.31 +19.9%
158 BNDX VANGUARD CHARLOTTE FDS 7,677.0 $372K 0.12% -425.0 -5.2% $48.43 -2.4%
159 MUB ISHARES TR 3,433.0 $369K 0.12% -4K -55.9% $107.62 -3.1%
160 SYY SYSCO CORP Consumer Defensive 4,417.0 $369K 0.12% +134.0 +3.1% $83.58 -1.8%
Page 8 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%