What does Raleigh Capital Management Inc. hold?

Raleigh Capital Management Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1911726.

What is Raleigh Capital Management Inc.'s AUM?

Raleigh Capital Management Inc. reported approximately $313.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $397.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Raleigh Capital Management Inc.'s holdings?

All Raleigh Capital Management Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1911726. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Raleigh Capital Management Inc.'s 13F data updated on 13F Pro?

Raleigh Capital Management Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Raleigh Capital Management Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911726

Institutional-grade research for retail investors

Sector Allocation

Other41.0%$128.6M
Technology17.6%$55.3M
Financials8.7%$27.2M
Healthcare6.8%$21.4M
Consumer Staples5.7%$17.9M
Energy4.5%$14.2M
Consumer Discretionary4.1%$12.8M
Utilities3.7%$11.6M
Real Estate2.9%$9.1M
Industrials2.7%$8.4M

AUM History

13fpro.ai/research/fund/raleigh-capital-management-inc-1911726

Conviction and streaks

Concentrating · top 10 = 28.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$SPYConviction hold5.2% weight · held 10 quarters

$Conviction hold4.0% weight · held 10 quarters

$Conviction hold3.1% weight · held 10 quarters

$Conviction hold2.5% weight · held 10 quarters

$Accumulating+245% shares · 9 quarters running

$WECAccumulating+98565% shares · 9 quarters running

$EMEAccumulating+338% shares · 9 quarters running

$Accumulating+10% shares · 9 quarters running

$FEAccumulating+38879% shares · 8 quarters running

$JPMTrimming-51% shares · 9 quarters running

$CATTrimming-77% shares · 9 quarters running

$LAMRTrimming-34% shares · 9 quarters running

$WPCTrimming-31% shares · 9 quarters running

$EMRTrimming-90% shares · 9 quarters running

Largest positions — Q2 2026

SPY
$16.4M
SSGA
$12.6M
ISHARES
$9.8M
SSGA
$9.7M
SPDR
$7.7M
NVDA
$7.7M
AAPL
$7.6M
GOOGL
$6.3M
SPDR
$5.0M
MSFT
$4.8M
ABBV
$4.6M
AMZN
$4.3M
SPDR
$4.2M
SPDR
$3.9M
AVGO
$3.6M
USB
$3.5M
VZ
$3.1M
SPDR
$3.1M
SPDR
$3.0M
ENB
$3.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/raleigh-capital-management-inc-1911726

Raleigh Capital Management Inc. 13F holdings — Q2 2026

$313.3M portfolio (+8.1% QoQ) · 610 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio

1
SPDR S&P 500 ETF TRUST
$SPY
$16.4M
5.2% of stocks
+18%This quarter+2.3%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
2
SSGA ACTIVE TR - ST STR SECTO ETF
$12.6M
4.0% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - CORE S&P500 ETF
$9.8M
3.1% of stocks
+62%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SSGA ACTIVE TR - STATE STREET US
$9.7M
3.1% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SPDR INDEX SHS FDS - ST PORT MARK ETF
$7.7M
2.5% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
6
NVIDIA CORP
$NVDA
$7.7M
2.5% of stocks
+1%This quarter+4.2%Since filed8+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row
7
Apple Inc.
$AAPL
$7.6M
2.4% of stocks
+15%This quarter+4.9%Since filed8+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row
8
Alphabet Inc.
$GOOGL
$6.3M
2.0% of stocks
+0.3%This quarter-9.2%Since filed8+ qtrsHeld
AIQuality77.7#60Est. buyEstimated buy price is Pro: unlock with a free trial
9
SPDR SERIES TRUST - ST BLOO HIGH ETF
$5.0M
1.6% of stocks
+145%This quarter—Since filed—Held
AIQuality—Est. buy—
10
MICROSOFT CORP
$MSFT
$4.8M
1.5% of stocks
-0.2%This quarter+33.9%Since filed8+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR S&P 500 ETF TRUST$SPY	$16.4M	5.2%	+18%	+2.3%	8+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
2	SSGA ACTIVE TR - ST STR SECTO ETF	$12.6M	4.0%	-5%	—	—	—	—
3	ISHARES TR - CORE S&P500 ETF	$9.8M	3.1%	+62%	—	—	—	—
4	SSGA ACTIVE TR - STATE STREET US	$9.7M	3.1%	-0.5%	—	—	—	—
5	SPDR INDEX SHS FDS - ST PORT MARK ETF	$7.7M	2.5%	+12%	—	—	—	—
6	NVIDIA CORP$NVDA	$7.7M	2.5%	+1%	+4.2%	8+ qtrsAdded 5 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial
7	Apple Inc.$AAPL	$7.6M	2.4%	+15%	+4.9%	8+ qtrsAdded 5 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	Alphabet Inc.$GOOGL	$6.3M	2.0%	+0.3%	-9.2%	8+ qtrs	77.7#60	Estimated buy price is Pro: unlock with a free trial
9	SPDR SERIES TRUST - ST BLOO HIGH ETF	$5.0M	1.6%	+145%	—	—	—	—
10	MICROSOFT CORP$MSFT	$4.8M	1.5%	-0.2%	+33.9%	8+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial

All holdings — Raleigh Capital Management Inc. (Q2 2026)

Sort

610 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$ABBV	AbbVie Inc.	Healthcare	$4.6M	1.4%	18K	+18%	8+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
12	$AMZN	AMAZON COM INC	Consumer Discretionary	$4.3M	1.4%	18K	+0.4%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
13	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$4.2M	1.3%	83K	-39%	—	—	13F
14	—	SPDR SERIES TRUST - STATE STRET SPDRetf/fund	—	$3.9M	1.2%	116K	+6%	—	—	13F
15	$AVGO	Broadcom Inc.	Technology	$3.6M	1.2%	9,648	+14%	8+ qtrsAdded 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	$USB	US BANCORP \DE\	Financials	$3.5M	1.1%	58K	+0.8%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$3.1M	1.0%	74K	+19%	8+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	—	SPDR SERIES TRUST - ST LON TREAS ETFetf/fund	—	$3.1M	1.0%	117K	+104%	—	—	13F
19	—	SPDR SERIES TRUST - ST STR SP600 SMLetf/fund	—	$3.0M	0.9%	52K	-3%	—	—	13F
20	$ENB	ENBRIDGE INC	Energy	$3.0M	0.9%	55K	+3%	8+ qtrsAdded 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	$PM	Philip Morris International Inc.	Consumer Staples	$2.9M	0.9%	16K	-2%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$2.9M	0.9%	12K	-15%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$META	Meta Platforms, Inc.	Technology	$2.8M	0.9%	4,913	-8%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$PFE	PFIZER INC	Healthcare	$2.8M	0.9%	115K	+13%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	$PLD	Prologis, Inc.	Real Estate	$2.7M	0.9%	20K	+3%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$SNY	Sanofi	Healthcare	$2.7M	0.9%	63K	+12%
27	$FE	FIRSTENERGY CORP	Utilities	$2.7M	0.9%	57K	+11%
28	—	SPDR SERIES TRUST - ST STR USD ETF	—	$2.6M	0.8%	103K	+7%
29	$PAYX	PAYCHEX INC	Technology	$2.6M	0.8%	27K	+3%
30	$GLD	SPDR GOLD TRUST	Financials	$2.5M	0.8%	6,875	-11%
31	—	ISHARES TR - S&P 500 GRWT ETF	—	$2.5M	0.8%	18K	-3%
32	$BTI	British American Tobacco p.l.c.	Consumer Staples	$2.5M	0.8%	41K	-10%
33	—	SPDR SERIES TRUST - STATE STRET SPDR	—	$2.5M	0.8%	131K	+8%
34	—	SSGA ACTIVE ETF TR - ST STR BL LN ETF	—	$2.5M	0.8%	61K	+8%
35	$TTE	TotalEnergies SE	Energy	$2.5M	0.8%	32K	-25%
36	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$2.4M	0.8%	36K	+0.2%
37	$MDT	Medtronic plc	Healthcare	$2.4M	0.8%	30K	+122%
38	$WEC	WEC ENERGY GROUP, INC.	Utilities	$2.3M	0.7%	20K	+21%
39	—	SPDR SERIES TRUST - ST LONG BD ETF	—	$2.3M	0.7%	102K	+5%
40	$AMT	AMERICAN TOWER CORP /MA/	Real Estate	$2.3M	0.7%	14K	+2%
41	$NGG	NATIONAL GRID PLC	Energy	$2.2M	0.7%	26K	+10%
42	$PEP	PEPSICO INC	Consumer Staples	$2.1M	0.7%	16K	+2%
43	$AMCR	Amcor plc	Consumer Discretionary	$2.1M	0.7%	49K	-3%
44	—	ISHARES TR - S&P 500 VAL ETF	—	$2.1M	0.7%	9,216	-19%
45	$CVX	CHEVRON CORP	Energy	$2.1M	0.7%	13K	-24%
46	$TRP	TC ENERGY CORP	Energy	$2.0M	0.7%	31K	+2%
47	$LLY	ELI LILLY & Co	Healthcare	$2.0M	0.7%	1,690	-3%
48	—	SPDR SERIES TRUST - ST STR P400MID	—	$2.0M	0.7%	30K	+0.0%
49	—	ISHARES INC - CORE MSCI EMKT	—	$2.0M	0.6%	24K	-26%
50	—	ISHARES TR - 7-10 YR TRSY BD	—	$1.9M	0.6%	20K	New
51	$MRK	Merck & Co., Inc.	Healthcare	$1.9M	0.6%	15K	+0.8%
52	$CME	CME GROUP INC.	Financials	$1.9M	0.6%	8,403	+5%
53	$LRCX	LAM RESEARCH CORP	Technology	$1.8M	0.6%	4,090	-2%
54	$APH	AMPHENOL CORP /DE/	Technology	$1.7M	0.6%	9,809	+71%
55	$DUK	Duke Energy CORP	Utilities	$1.7M	0.6%	14K	+2%
56	$JPM	JPMORGAN CHASE & CO	Financials	$1.7M	0.5%	5,108	-7%
57	$MO	ALTRIA GROUP, INC.	Consumer Staples	$1.6M	0.5%	23K	+29%
58	$PPL	PPL Corp	Utilities	$1.6M	0.5%	45K	+24%
59	—	SPDR INDEX SHS FDS - ST INTL CAP ETF	—	$1.6M	0.5%	36K	+4%
60	$UL	UNILEVER PLC	Consumer Staples	$1.6M	0.5%	26K	-0.1%
61	$RF	REGIONS FINANCIAL CORP	Financials	$1.6M	0.5%	52K	New
62	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.5M	0.5%	13K	-17%
63	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$1.5M	0.5%	6,713	+723%
64	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.5M	0.5%	3,539	+3%
65	$KIM	KIMCO REALTY CORP	Real Estate	$1.5M	0.5%	58K	+1%
66	$AMGN	AMGEN INC	Healthcare	$1.5M	0.5%	4,020	+0.2%
67	$PH	Parker-Hannifin Corp	Industrials	$1.4M	0.5%	1,446	-1%
68	—	SPDR SERIES TRUST - SST SPDR BLOOMBE	—	$1.3M	0.4%	64K	+7%
69	—	ISHARES TR - EAFE GRWTH ETF	—	$1.3M	0.4%	10K	+5%
70	$V	VISA INC.	Financials	$1.3M	0.4%	3,754	+0.8%
71	—	ISHARES TR - 0-3 MTH TREASURY	—	$1.3M	0.4%	12K	+167%
72	$KMB	KIMBERLY CLARK CORP	Materials	$1.2M	0.4%	11K	+0.2%
73	—	BLACKROCK ETF TRUST - ISHA I IN TE ETF	—	$1.2M	0.4%	23K	-24%
74	$DELL	Dell Technologies Inc.	Technology	$1.2M	0.4%	2,722	+161%
75	$PFG	PRINCIPAL FINANCIAL GROUP INC	Financials	$1.2M	0.4%	11K	+39%
76	$MDLZ	Mondelez International, Inc.	Consumer Staples	$1.2M	0.4%	20K	+1%
77	$SO	SOUTHERN CO	Utilities	$1.1M	0.4%	12K	+0.4%
78	—	ISHARES TR - CORE UNIVRSL USD	—	$1.1M	0.3%	24K	+55%
79	$WMT	Walmart Inc.	Consumer Staples	$1.1M	0.3%	9,588	+0.1%
80	$BNY	Bank of New York Mellon Corp	Financials	$1.1M	0.3%	7,287	-8%
81	$CAT	CATERPILLAR INC	Industrials	$1.0M	0.3%	979	-39%
82	$TFC	TRUIST FINANCIAL CORP	Financials	$1.0M	0.3%	21K	-55%
83	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.0M	0.3%	6,997	-0.6%
84	—	ISHARES TR - MSCI USA MMENTM	—	$1.0M	0.3%	2,969	-23%
85	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$1.0M	0.3%	40K	-71%
86	$WFC	WELLS FARGO & COMPANY/MN	Financials	$1.0M	0.3%	12K	-4%
87	—	BLACKROCK ETF TRUST - ISHA IN CTRY ETF	—	$954K	0.3%	26K	+1188%
88	$JNJ	JOHNSON & JOHNSON	Healthcare	$947K	0.3%	3,730	-0.7%
89	—	BLACKROCK ETF TRUST - ISHA LA CORE ETF	—	$943K	0.3%	19K	+9%
90	$NOW	ServiceNow, Inc.	Technology	$941K	0.3%	9,476	+1%
91	—	STERLING CAP FDS - CAP HEDGED EQT P	—	$939K	0.3%	38K	+13%
92	$SNOW	Snowflake Inc.	Technology	$931K	0.3%	3,657	+2%
93	$XEL	XCEL ENERGY INC	Utilities	$921K	0.3%	11K	-35%
94	$DDOG	Datadog, Inc.	Technology	$880K	0.3%	3,380	+30%
95	—	ISHARES TR - CORE MSCI EAFE	—	$861K	0.3%	8,916	+13%
96	$HD	HOME DEPOT, INC.	Consumer Discretionary	$852K	0.3%	2,415	-5%
97	—	VANGUARD INDEX FDS - GROWTH ETF	—	$833K	0.3%	9,666	+467%
98	$O	REALTY INCOME CORP	Real Estate	$822K	0.3%	13K	-19%
99	—	BLACKROCK ETF TRUST - ISHARES DEFENSE	—	$817K	0.3%	26K	+18%
100	$HSY	HERSHEY CO	Consumer Staples	$813K	0.3%	4,636	+1544%
101	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$799K	0.3%	11K	-5%
102	$DRI	DARDEN RESTAURANTS INC	Consumer Discretionary	$782K	0.3%	3,798	New
103	—	STERLING CAP FDS - CAPITAL MULTI	—	$768K	0.3%	31K	+29%
104	$GS	GOLDMAN SACHS GROUP INC	Financials	$761K	0.2%	753	+5%
105	$AXP	AMERICAN EXPRESS CO	Financials	$761K	0.2%	2,250	-5%
106	$ADI	ANALOG DEVICES INC	Technology	$760K	0.2%	1,914	+6%
107	$AMD	ADVANCED MICRO DEVICES INC	Technology	$758K	0.2%	1,305	+274%
108	—	ISHARES TR - CORE HIGH DV ETF	—	$752K	0.2%	27K	New
109	—	ISHARES TR - EAFE VALUE ETF	—	$744K	0.2%	9,718	-57%
110	—	BLACKROCK ETF TRUST - ISHA US THEM ETF	—	$723K	0.2%	17K	-37%
111	$ORCL	ORACLE CORP	Technology	$707K	0.2%	4,823	+29%
112	$MA	Mastercard Inc	Financials	$687K	0.2%	1,338	+3%
113	$GE	GENERAL ELECTRIC CO	Industrials	$681K	0.2%	1,822	+5%
114	$AMAT	APPLIED MATERIALS INC /DE	Technology	$681K	0.2%	941	-4%
115	—	SPDR SERIES TRUST - ST STR P500ETF	—	$662K	0.2%	7,531	-11%
116	$KO	COCA COLA CO	Consumer Staples	$653K	0.2%	8,038	-56%
117	$VRT	Vertiv Holdings Co	Technology	$635K	0.2%	1,896	-4%
118	$MU	MICRON TECHNOLOGY INC	Technology	$623K	0.2%	540	+5300%
119	—	VANGUARD INDEX FDS - VALUE ETF	—	$610K	0.2%	2,797	-5%
120	$BLK	BlackRock, Inc.	Financials	$601K	0.2%	625	-0.8%
121	$MET	METLIFE INC	Financials	$588K	0.2%	6,950	-1%
122	$COP	CONOCOPHILLIPS	Energy	$582K	0.2%	5,594	-1%
123	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$581K	0.2%	1,999	-10%
124	$UBER	Uber Technologies, Inc	Technology	$567K	0.2%	7,859	+0.8%
125	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$558K	0.2%	596	+4%
126	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$550K	0.2%	3,631	-8%
127	$TXN	TEXAS INSTRUMENTS INC	Technology	$550K	0.2%	1,844	+2392%
128	$EME	EMCOR Group, Inc.	Industrials	$534K	0.2%	644	+3%
129	$IQV	IQVIA HOLDINGS INC.	Healthcare	$533K	0.2%	2,758	-2%
130	$DAL	DELTA AIR LINES, INC.	Industrials	$525K	0.2%	5,600	-53%
131	$DASH	DoorDash, Inc.	Consumer Discretionary	$514K	0.2%	2,784	+0.7%
132	$CMI	CUMMINS INC	Industrials	$511K	0.2%	716	-2%
133	—	ISHARES TR - CORE MSCI TOTAL	—	$503K	0.2%	5,270	+202%
134	$QCOM	QUALCOMM INC/DE	Technology	$502K	0.2%	2,715	-6%
135	$KMI	KINDER MORGAN, INC.	Energy	$493K	0.2%	15K	-1%
136	$CSX	CSX CORP	Industrials	$489K	0.2%	10K	-0.9%
137	$BAC	BANK OF AMERICA CORP /DE/	Financials	$480K	0.1%	8,425	-2%
138	$GD	GENERAL DYNAMICS CORP	Industrials	$477K	0.1%	1,348	-3%
139	$PHM	PULTEGROUP INC/MI/	Industrials	$474K	0.1%	3,454	-2%
140	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$464K	0.1%	4,301	-0.1%
141	$MCD	MCDONALDS CORP	Consumer Discretionary	$457K	0.1%	1,692	-2%
142	$IBKR	Interactive Brokers Group, Inc.	Financials	$456K	0.1%	5,241	-33%
143	$DIS	Walt Disney Co	Communication Services	$456K	0.1%	4,738	+96%
144	$RBC	RBC Bearings INC	Industrials	$454K	0.1%	705	+6%
145	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$452K	0.1%	1,606	-1.0%
146	$FITB	FIFTH THIRD BANCORP	Financials	$449K	0.1%	7,970	+0.5%
147	$LIN	LINDE PLC	Materials	$449K	0.1%	865	-0.2%
148	$FANG	Diamondback Energy, Inc.	Energy	$443K	0.1%	2,519	-4%
149	$QSR	Restaurant Brands International Inc.	Consumer Discretionary	$442K	0.1%	6,089	-3%
150	—	SPDR SERIES TRUST - ST STR PR SP1500	—	$424K	0.1%	4,670	-13%

What changed in Q2 2026

Against the previous quarter's 13F: 10 new, 185 added to, 223 trimmed, 175 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

ISHARES TR - CORE HIGH DV ETF$752K
first bought this quarter
BLACKROCK ETF TRUST - ISHA SYST AL ETF$217K
first bought this quarter
$TEAMAtlassian Corp$178K
first bought this quarter
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$148K
first bought this quarter
ISHARES TR - CORE MSCI INTL$31K
first bought this quarter
$FLEXFLEX LTD.$31K
first bought this quarter

+4 more in the Excel export

Added to (185)

ISHARES TR - CORE S&P500 ETF+62%
now $9.8M
SPDR SERIES TRUST - ST BLOO HIGH ETF+145%
now $5.0M
$SPYSPDR S&P 500 ETF TRUST+18%
now $16.4M · held 8+ qtrs
SPDR SERIES TRUST - ST LON TREAS ETF+104%
now $3.1M
$ADPAUTOMATIC DATA PROCESSING INC+723%
now $1.5M · held 8+ qtrs, 3 adds in a row
$MDTMedtronic plc+122%
now $2.4M · held 8+ qtrs, 2 adds in a row

+179 more in the Excel export

Trimmed (223)

SPDR INDEX SHS FDS - ST STR PO EX ETF-39%
now $4.2M
SPDR SERIES TRUST - ST STR AGGRE ETF-71%
now $1.0M
ISHARES TR - 1 3 YR TREAS BD-100%
now $78
$BMOBANK OF MONTREAL /CAN/-100%
now $1K
$TFCTRUIST FINANCIAL CORP-55%
now $1.0M · held 8+ qtrs
ISHARES TR - ISHARES BIOTECH-96%
now $49K

+217 more in the Excel export

Sold out (175)

$XOM.R34088EXXON MOBIL CORPwas $2.4M
held 9+ qtrs
$ULTAUlta Beauty, Inc.was $379K
held 1 qtr
ISHARES TRwas $175K
$CZRCaesars Entertainment, Inc.was $69K
held 9+ qtrs
$FNFabrinetwas $52K
$INGRIngredion Incwas $48K

+169 more in the Excel export

Firm AUM (Form ADV): $397.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Raleigh Capital Management Inc. has filed, 18 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Raleigh Capital Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+3.0%

Value-weighted move of the 10 largest stock positions

Turnover

11%

Last quarter; 45% over the last 4

Top 10 weight

28%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

94%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Raleigh Capital Management Inc. disclosed 610 positions worth $313.3M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 5.2% of the equity portfolio. During the quarter the fund opened 10 new positions and exited 175 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (41.0% of disclosed assets). All figures are sourced directly from Raleigh Capital Management Inc.’s Form 13F-HR filing with the SEC under CIK 1911726.

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AI-Powered Hedge Fund Analysis: Raleigh Capital Management Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Raleigh Capital Management Inc. (SEC CIK: 1911726), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Raleigh Capital Management Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.