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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 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PRU PRUDENTIAL FINANCIAL INC (USA) Financial Services 12,529.0 $1.4M 0.51% +100.0 +0.8% $107.93 +13.1%
42 AMERICAN TOWER CORP (USA) 8,137.0 $1.3M 0.50% $163.57
43 PLD PROLOGIS INC (USA) Real Estate 9,214.0 $1.2M 0.47% +700.0 +8.2% $135.47 +1.4%
44 SONY SONY CORPORATION ADR (JPN) Technology 61,738.0 $1.2M 0.47% +2K +3.4% $20.06 +22.4%
45 UBER UBER (USA) Technology 16,163.0 $1.2M 0.44% +2K +14.1% $72.16 +5.0%
46 AIRBUS SE UNSPONS ADR (FRA) 20,919.0 $1.2M 0.44% -3K -12.5% $55.60
47 UNILEVER PLC ADR (USA) 19,018.0 $1.1M 0.43% $60.12
48 ACN ACCENTURE (IRL) Technology 8,476.0 $1.1M 0.40% NEW $124.44 +50.0%
49 RIO RIO TINTO PLC SP/ADR (GBR) Basic Materials 10,952.0 $1.0M 0.39% $94.93 +8.8%
50 MERCK CO INC-NEW (USA) 7,869.0 $1.0M 0.38% -153.0 -1.9% $128.50
51 IBB ETF - IBB US BIOTECH (USA) 5,280.0 $1.0M 0.38% -1K -20.9% $190.19 +11.4%
52 NVO NOVO-NORDISK A/S-ADR (DNK) Healthcare 20,166.0 $967K 0.36% +2K +13.0% $47.94 -2.8%
53 VEOLIA ENVIRONNEMENT-ADR (FRA) 43,151.0 $899K 0.34% -500.0 -1.1% $20.82
54 PFE PFIZER INC (USA) Healthcare 36,369.0 $876K 0.33% +25K +227.2% $24.08 +18.1%
55 BP BRITISH PETE ADR - PLC (GBR) Energy 22,979.0 $849K 0.32% $36.95 +18.6%
56 SPOTIFY TECHNOLOGY S.A. (SWE) 1,684.0 $773K 0.29% +200.0 +13.5% $459.13
57 LVMH MOET HENNESSY LO-ADR (FRA) 6,820.0 $754K 0.28% +800.0 +13.3% $110.60
58 DVYE ETF - DVYE EMERGING DIV (USA) 20,740.0 $668K 0.25% $32.23 +12.3%
59 TT TRANE TECHNOLOGIES PLC (USA) Industrials 1,095.0 $538K 0.20% $491.16 -8.8%
60 SHV ETF - SHORT TREASURY BOND ISHAR (USA) 4,200.0 $463K 0.17% $110.35 -0.2%
Page 3 of 7  ·  124 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%