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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 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BA BOEING COMPANY (USA) Industrials 115.0 $25K 0.01% $216.47 -1.9%
82 NOW SERVICENOW INC (USA) Technology 230.0 $23K 0.01% +210.0 +1050.0% $99.28 +42.3%
83 3M COMPANY (USA) 140.0 $23K 0.01% $161.91
84 CARR CARRIER GLOBAL CORPORATIO (USA) Industrials 255.0 $19K 0.01% $73.35 -18.6%
85 ABBOTT LABS (USA) 205.0 $19K 0.01% $90.74
86 VCIT INTERM CORP BOND VANGUARD 215.0 $18K 0.01% $82.65 -2.6%
87 DHR DANAHER CORP (USA) Healthcare 93.0 $18K 0.01% $190.48 +9.0%
88 SILVER NCI-RBC TROY OZ 300.0 $18K 0.01% $58.62
89 SPIRE GLOBAL INC CL-A (USA) 875.0 $16K 0.01% $18.60
90 NU NU HOLDINGS LTD CL A (USA) Financial Services 1,000.0 $13K 0.01% $13.36 +15.0%
91 CRM SALESFORCE INC (USA) Technology 75.0 $12K 0.00% -100.0 -57.1% $156.67 +65.5%
92 MAGS LIST FD ROUNDHILL MAG ETF (USA) 170.0 $11K 0.00% +20.0 +13.3% $64.30 +8.0%
93 TFC TRUIST FINANCIAL CORP (USA) Financial Services 200.0 $10K 0.00% -247.0 -55.3% $49.82 +3.7%
94 FEDEX FREIGHT HOLDING COM 50.0 $8K 0.00% NEW $151.00
95 LRCX LAM RESEARCH CORP Technology 17.0 $7K 0.00% NEW $433.35 -29.0%
96 RIVN RIVIAN AUTOMOTIVE INC CL (USA) Consumer Cyclical 410.0 $7K 0.00% $17.35 -9.3%
97 SOLS SOLSTICE ADVANCED MATERIAL (USA) Basic Materials 77.0 $7K 0.00% $88.60 -28.1%
98 RB GLOBAL INC 52.0 $6K 0.00% NEW $116.19
99 PLTR PALANTIR TECHNOLOGIES INC (USA) Technology 50.0 $6K 0.00% $116.68 +49.4%
100 CARNIVAL CORPORATION LTD 201.0 $6K 0.00% NEW $28.57
Page 5 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%