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Portfolio (Quarterly) Guide ↗

RAELIPSKIE PARTNERSHIP

· CIK 0002023896
13F Portfolio $265M AUM 124 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 27 Added 22 Reduced 7 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFE PFIZER INC (USA) Healthcare 36,369.0 $876K 0.33% +25K +227.2% $24.08 +18.1%
22 SPOTIFY TECHNOLOGY S.A. (SWE) 1,684.0 $773K 0.29% +200.0 +13.5% $459.13
23 LVMH MOET HENNESSY LO-ADR (FRA) 6,820.0 $754K 0.28% +800.0 +13.3% $110.60
24 CVX CHEVRON CORP (USA) Energy 525.0 $87K 0.03% +5.0 +1.0% $165.76 +25.8%
25 MASTERCARD INC (USA) 53.0 $27K 0.01% +13.0 +32.5% $513.60
26 NOW SERVICENOW INC (USA) Technology 230.0 $23K 0.01% +210.0 +1050.0% $99.28 +42.3%
27 MAGS LIST FD ROUNDHILL MAG ETF (USA) 170.0 $11K 0.00% +20.0 +13.3% $64.30 +8.0%
Page 2 of 2  ·  27 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 51.4%
Technology 23.5%
Communication Services 5.6%
Consumer Defensive 4.4%
Healthcare 4.0%
Consumer Cyclical 3.8%
Industrials 2.0%
Basic Materials 2.0%
Utilities 1.6%
Real Estate 1.0%