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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 9 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AEP AMERICAN ELEC PWR CO INC Utilities 2,686.0 $352K 0.12% -9K -77.2% $131.08 +5.8%
162 PECO PHILLIPS EDISON & CO INC Real Estate 9,290.0 $348K 0.12% +81.0 +0.9% $37.42 +13.1%
163 TLH ISHARES TR 3,358.0 $338K 0.12% -79.0 -2.3% $100.73 +0.5%
164 AJG GALLAGHER ARTHUR J & CO Financial Services 1,562.0 $338K 0.12% $216.55 +4.4%
165 AMAT APPLIED MATLS INC Technology 984.0 $336K 0.12% +752.0 +324.1% $341.66 +83.5%
166 DE DEERE & CO Industrials 574.0 $323K 0.11% +13.0 +2.3% $563.52 +8.8%
167 PYLD PIMCO ETF TR 12,133.0 $318K 0.11% +158.0 +1.3% $26.20 +1.3%
168 C CITIGROUP INC Financial Services 2,758.0 $313K 0.11% +29.0 +1.1% $113.41 +25.0%
169 DDOG DATADOG INC Technology 2,597.0 $307K 0.11% +2K +232.5% $118.05 +103.1%
170 TMSL T ROWE PRICE ETF INC 8,348.0 $306K 0.11% +6K +208.2% $36.67 +17.6%
171 SYY SYSCO CORP Consumer Defensive 4,283.0 $305K 0.10% +525.0 +14.0% $71.32 +16.1%
172 CCL CARNIVAL CORP Consumer Cyclical 11,779.0 $305K 0.10% -261.0 -2.2% $25.88 +12.3%
173 CAH CARDINAL HEALTH INC Healthcare 1,430.0 $302K 0.10% +25.0 +1.8% $211.24 +12.6%
174 LAMR LAMAR ADVERTISING CO Real Estate 2,311.0 $293K 0.10% $126.66 +23.2%
175 GILD GILEAD SCIENCES INC Healthcare 2,026.0 $282K 0.10% -7K -76.5% $139.34 -8.2%
176 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,429.0 $278K 0.10% +38.0 +1.1% $80.95 +3.3%
177 VWO VANGUARD INTL EQUITY INDEX F 5,122.0 $277K 0.10% -653.0 -11.3% $54.05 +8.4%
178 GOVT ISHARES TR 11,993.0 $275K 0.10% +11K +723.7% $22.91 -0.2%
179 CNP CENTERPOINT ENERGY INC Utilities 6,167.0 $266K 0.09% -156.0 -2.5% $43.16 +4.4%
180 FLRN SPDR SERIES TRUST 8,332.0 $256K 0.09% +53.0 +0.6% $30.78 +0.2%
Page 9 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%