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Raelipskie Partnership Top Holdings and 13F Report (2025)

About Raelipskie Partnership

Investment Activity

  • Raelipskie Partnership has $194.55 million in total holdings as of March 31, 2025.
  • Raelipskie Partnership owns shares of 124 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 3.28% of the portfolio was purchased this quarter.
  • About 4.75% of the portfolio was sold this quarter.
  • This quarter, Raelipskie Partnership has purchased 121 new stocks and bought additional shares in 32 stocks.
  • Raelipskie Partnership sold shares of 30 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

0L8681T02 - SPOTIFY TECHNOLOGY S.A.
$803,594 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF
$201,350 Holding
032108599 - BLUESTAR ISRAEL TECHNOLOG
$63,484 Holding
74349Y845 - ULTRAPRO SHORT S&P500 -3X
$30,678 Holding
74347G192 - PROSHS ULTRA SHORT QQQ
$23,004 Holding

Largest Purchases this Quarter

Banco Santander
213,402 shares (about $1.43M)
SPOTIFY TECHNOLOGY S.A.
1,461 shares (about $803.59K)
Invesco S&P 500 Equal Weight ETF
3,096 shares (about $536.32K)
AMERICAN TOWER CORP (USA)
1,489 shares (about $324.01K)
Apple
1,270 shares (about $282.11K)

Largest Sales this Quarter

iShares Biotechnology ETF
53,120 shares (about $6.79M)
JPMorgan Chase & Co.
1,322 shares (about $324.29K)
Broadcom
1,735 shares (about $290.49K)
Microsoft
515 shares (about $193.33K)
HSBC
2,559 shares (about $146.96K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRaelipskie Partnership

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$22,250,297$85,027 -0.4%39,77611.4%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$16,612,921$124,229 0.8%326,8338.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$15,369,832$536,320 3.6%88,7257.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,919,421$27,197 -0.2%29,6847.2%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$11,911,663$97,218 -0.8%263,1836.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$9,020,738$58,850 -0.6%45,2194.6%Finance
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$7,338,374$79,495 1.1%133,2073.8%Manufacturing
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$6,979,571$15,101 0.2%70,7153.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$6,677,062$193,326 -2.8%17,7873.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$5,471,062$282,105 5.4%24,6302.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,426,684$324,287 -6.8%18,0462.3%Finance
NOVARTIS ADR (CHE)
$3,360,230$197,208 6.2%30,1421.7%COM
EXXON MOBIL CORP (USA)
$2,831,961$185,174 7.0%23,8121.5%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,567,568$38,346 1.5%4,8211.3%Finance
PEPSI CO (USA)
$2,549,280$242,303 10.5%17,0021.3%COM
The Home Depot, Inc. stock logo
HD
Home Depot
$2,543,441$62,303 2.5%6,9401.3%Retail/Wholesale
AMAZON COM INC (USA)
$2,431,142$136,036 -5.3%12,7781.2%COM
VISA INC CLASS-A (USA)
$2,314,788$156,305 7.2%6,6051.2%COM
WALMART STORES INC (USA)
$2,257,871$108,947 -4.6%25,7191.2%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,244,976$59,702 2.7%13,5371.2%Medical
HSBC Holdings plc stock logo
HSBC
HSBC
$2,112,505$146,963 -6.5%36,7841.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,111,145$129,279 -5.8%13,6521.1%Computer and Technology
Toyota Motor Co. stock logo
TM
Toyota Motor
$1,985,4330.0%11,2471.0%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,898,530$35,734 -1.8%3,2941.0%Computer and Technology
Nestlé S.A. stock logo
NSRGY
Nestlé
$1,875,591$132,836 7.6%18,5391.0%Consumer Staples
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,810,138$58,138 -3.1%14,9450.9%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,799,465$39,708 2.3%10,5590.9%Consumer Staples
CISCO SYSTEMS INC (USA)
$1,769,164$86,209 -4.6%28,6690.9%COM
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,665,642$6,794,049 -80.3%13,0230.9%Finance
MERCK CO INC-NEW (USA)
$1,633,991$93,261 6.1%18,2040.8%COM
MCDONALD'S CORP (USA)
$1,564,661$75,906 5.1%5,0090.8%COM
Airbus SE stock logo
EADSY
Airbus
$1,523,3980.0%34,5520.8%Aerospace
AMERICAN TOWER CORP (USA)
$1,478,157$324,006 28.1%6,7930.8%COM
Banco Santander, S.A. stock logo
SAN
Banco Santander
$1,449,893$1,429,793 7,113.4%216,4020.7%Finance
Bank of America Co. stock logo
BAC
Bank of America
$1,420,364$4,131 -0.3%34,0370.7%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,405,575$290,491 -17.1%8,3950.7%Computer and Technology
Sony Group Co. stock logo
SONY
Sony Group
$1,375,656$100,519 -6.8%54,1810.7%Consumer Staples
Accenture plc stock logo
ACN
Accenture
$1,302,143$79,882 6.5%4,1730.7%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,293,320$208,806 19.3%18,6250.7%Medical
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$1,273,822$43,667 -3.3%11,4060.7%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,268,718$53,097 4.4%17,8970.7%Utilities
UNITED HEALTH GROUP INC (USA)
$1,254,381$24,092 -1.9%2,3950.6%COM
Salesforce, Inc. stock logo
CRM
Salesforce
$1,181,321$68,969 -5.5%4,4020.6%Computer and Technology
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$1,102,675$263,859 31.5%15,6630.6%Basic Materials
GE Aerospace stock logo
GE
GE Aerospace
$1,038,578$104,478 -9.1%5,1890.5%Industrials
Union Pacific Co. stock logo
UNP
Union Pacific
$976,852$82,684 9.2%4,1350.5%Transportation
LVMH MOET HENNESSY LO-ADR (FRA)
$948,473$82,497 9.5%7,6570.5%COM
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$917,745$134,208 17.1%12,5960.5%Computer and Technology
BHP Group Limited stock logo
BHP
BHP Group
$909,009$7,281 0.8%18,7270.5%Basic Materials
Unilever PLC stock logo
UL
Unilever
$871,693$26,440 -2.9%14,6380.4%Consumer Staples
SPOTIFY TECHNOLOGY S.A.
$803,594$803,594 New Holding1,4610.4%COM
Veolia Environnement SA stock logo
VEOEY
Veolia Environnement
$772,800$22,382 3.0%44,8520.4%Utilities
BP p.l.c. stock logo
BP
BP
$726,722$58,457 8.7%21,5070.4%Energy
Prologis, Inc. stock logo
PLD
Prologis
$689,297$122,298 21.6%6,1660.4%Finance
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$687,736$43,979 6.8%11,4470.4%Basic Materials
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$591,374$22,924 4.0%21,6700.3%ETF
Diageo plc stock logo
DEO
Diageo
$578,546$5,240 0.9%5,5210.3%Consumer Staples
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$463,9320.0%4,2000.2%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$418,7920.0%1,2430.2%Construction
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$370,7950.0%5,1650.2%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$304,840$55,748 -15.5%12,0300.2%Medical
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$201,350$201,350 New Holding2,0000.1%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$187,2720.0%1,6200.1%ETF
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$182,5070.0%1,3000.1%ETF
HONEYWELL INTL INC (USA)
$134,038$23,293 -14.8%6330.1%COM
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$105,0080.0%2,2500.1%Manufacturing
Intel Co. stock logo
INTC
Intel
$103,671$65,972 -38.9%4,5650.1%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$100,374$48,514 -32.6%6000.1%Energy
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$96,9020.0%1,4390.0%Manufacturing
EMXF
iShares ESG Advanced MSCI EM ETF
$84,4720.0%2,2090.0%ETF
BLUESTAR ISRAEL TECHNOLOG
$63,484$63,484 New Holding1,3000.0%COM
MASTERCARD INC
$54,8120.0%1000.0%COM
TOTAL S.A. SP ADR (FRA)
$51,7520.0%8000.0%COM
RTX Co. stock logo
RTX
RTX
$40,4000.0%3050.0%Aerospace
AT&T Inc. stock logo
T
AT&T
$34,2470.0%1,2110.0%Computer and Technology
Constellation Energy Co. stock logo
CEG
Constellation Energy
$33,4710.0%1660.0%Energy
ULTRAPRO SHORT S&P500 -3X
$30,678$30,678 New Holding1,2000.0%COM
ABBOTT LABS (USA)
$27,1930.0%2050.0%COM
América Móvil, S.A.B. de C.V. stock logo
AMX
América Móvil
$25,5960.0%1,8000.0%Computer and Technology
PROSHS ULTRA SHORT QQQ
$23,004$23,004 New Holding6000.0%COM
Danaher Co. stock logo
DHR
Danaher
$22,960$2,050 -8.2%1120.0%Medical
3M COMPANY (USA)
$20,5600.0%1400.0%COM
Carrier Global Co. stock logo
CARR
Carrier Global
$19,6540.0%3100.0%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$19,6130.0%1150.0%Aerospace
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$17,5780.0%2150.0%ETF
NIKE, Inc. stock logo
NKE
NIKE
$15,5530.0%2450.0%Consumer Discretionary
APi Group Co. stock logo
APG
APi Group
$15,0190.0%4200.0%Business Services
Zoetis Inc. stock logo
ZTS
Zoetis
$11,5260.0%700.0%Medical
SILVER NCI-RBC TROY OZ
$10,3440.0%3000.0%COM
Nu Holdings Ltd. stock logo
NU
NU
$10,2400.0%1,0000.0%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$9,7440.0%800.0%Retail/Wholesale
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$9,1850.0%890.0%Construction
Bloom Energy Co. stock logo
BE
Bloom Energy
$8,847$5,308 -37.5%4500.0%Energy
CME Group Inc. stock logo
CME
CME Group
$6,6320.0%250.0%Finance
UNITY SOFTWARE INC
$6,3670.0%3250.0%COM
Playa Hotels & Resorts stock logo
PLYA
Playa Hotels & Resorts
$5,3320.0%4000.0%Consumer Discretionary
Jumia Technologies AG stock logo
JMIA
Jumia Technologies
$5,2680.0%2,4500.0%Retail/Wholesale
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$5,1050.0%4100.0%Auto/Tires/Trucks
Teladoc Health, Inc. stock logo
TDOC
Teladoc Health
$3,5660.0%4480.0%Medical
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$3,4030.0%1000.0%Medical

Showing largest 100 holdings. View all holdings.
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