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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LYB	LYONDELLBASELL INDUSTRIES (USA)	Basic Materials	14,536	$1.2M	0.50%	SOLD
2	SGOV	ISHARES 0-3 MONTH TREASUR (USA)	—	1,350	$136K	0.06%	SOLD
3	MUX	MCEWEN INC (USA)	Basic Materials	1,372	$28K	0.01%	SOLD
4	—	HONEYWELL INTL INC (USA)	—	117	$26K	0.01%	SOLD
5	LHX	L3HARRIS TECHNOLOGIES INC (USA)	Industrials	15	$5K	0.00%	SOLD
6	RGEN	REPLIGEN CP (USA)	Healthcare	25	$3K	0.00%	SOLD
7	—	LULULEMON ATHLETICA INC (USA)	—	10	$2K	0.00%	SOLD

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%