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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  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFC TRUIST FINANCIAL CORP (USA) Financial Services 200.0 $10K 0.00% -247.0 -55.3% $49.82 +3.7%
22 KD KYNDRYL HLDGS INC (USA) Technology 5.0 $57.0 -25.0 -83.3% $11.40 +15.4%
Page 2 of 2  ·  22 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%