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Raelipskie Partnership Top Holdings and 13F Report (2025)

About Raelipskie Partnership

Investment Activity

  • Raelipskie Partnership has $218.48 million in total holdings as of June 30, 2025.
  • Raelipskie Partnership owns shares of 117 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 5.11% of the portfolio was purchased this quarter.
  • About 1.36% of the portfolio was sold this quarter.
  • This quarter, Raelipskie Partnership has purchased 124 new stocks and bought additional shares in 39 stocks.
  • Raelipskie Partnership sold shares of 13 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

17275R102 - Cisco Systems
$2,009,869 Holding
92206C706 - Vanguard Intermediate-Term Treasury ETF
$110,649 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$6,816 Holding

Largest Purchases this Quarter

Cisco Systems
28,969 shares (about $2.01M)
Invesco S&P 500 Equal Weight ETF
9,045 shares (about $1.64M)
iShares Russell 2000 ETF
4,110 shares (about $886.90K)
Vanguard S&P Mid-Cap 400 ETF
6,850 shares (about $719.11K)
Invesco QQQ
1,300 shares (about $717.13K)

Largest Sales this Quarter

JPMorgan Chase & Co.
1,868 shares (about $541.55K)
LyondellBasell Industries
4,424 shares (about $255.97K)
iShares Biotechnology ETF
975 shares (about $123.35K)
WALMART STORES INC (USA)
350 shares (about $34.22K)
Nestle
280 shares (about $27.81K)

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
$24,549,652$25,950 -0.1%39,73411.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$18,651,278$18,528 0.1%327,1588.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$17,768,720$1,643,838 10.2%97,7708.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,092,014$717,132 4.4%30,9847.8%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,226,000$208,969 1.6%267,4086.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$10,644,705$886,897 9.1%49,3294.9%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$9,009,090$161,658 1.8%18,1124.1%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$8,525,289$114,599 1.4%135,0223.9%Manufacturing
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$8,142,774$719,113 9.7%77,5653.7%ETF
Apple Inc. stock logo
AAPL
Apple
$5,344,268$290,931 5.8%26,0482.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,690,164$541,552 -10.4%16,1782.1%Finance
NOVARTIS ADR (CHE)
$3,701,938$54,455 1.5%30,5921.7%COM
EXXON MOBIL CORP (USA)
$2,973,879$406,945 15.9%27,5871.4%COM
AMAZON COM INC (USA)
$2,956,938$153,573 5.5%13,4781.4%COM
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,655,257$249,365 10.4%15,0671.2%Computer and Technology
VISA INC CLASS-A (USA)
$2,620,269$275,164 11.7%7,3801.2%COM
The Home Depot, Inc. stock logo
HD
Home Depot
$2,598,011$53,529 2.1%7,0861.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,578,886$147,618 6.1%3,4941.2%Computer and Technology
PEPSI CO (USA)
$2,494,500$249,556 11.1%18,8921.1%COM
WALMART STORES INC (USA)
$2,480,581$34,223 -1.4%25,3691.1%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,439,051$97,154 4.1%5,0211.1%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$2,314,0820.0%8,3951.1%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,271,903$589,643 35.1%14,2601.0%Consumer Staples
HSBC Holdings plc stock logo
HSBC
HSBC
$2,236,0990.0%36,7841.0%Finance
MCDONALD'S CORP (USA)
$2,091,353$627,873 42.9%7,1581.0%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,083,052$15,275 0.7%13,6371.0%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,009,869$2,009,869 New Holding28,9690.9%Computer and Technology
Toyota Motor Corporation stock logo
TM
Toyota Motor
$1,971,860$34,452 1.8%11,4470.9%Auto/Tires/Trucks
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,823,751$72,645 4.1%15,5650.8%ETF
Nestle SA stock logo
NSRGY
Nestle
$1,813,484$27,810 -1.5%18,2590.8%Consumer Staples
Airbus Group stock logo
EADSY
Airbus Group
$1,809,1430.0%34,5520.8%Aerospace
Banco Santander, S.A. stock logo
SAN
Banco Santander
$1,796,1370.0%216,4020.8%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$1,679,245$68,614 4.3%35,4870.8%Finance
AMERICAN TOWER CORP (USA)
$1,534,542$33,153 2.2%6,9430.7%COM
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,524,192$123,347 -7.5%12,0480.7%Finance
MERCK CO INC-NEW (USA)
$1,464,777$23,748 1.6%18,5040.7%COM
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,443,728$201,318 16.2%20,7970.7%Utilities
Sony Corporation stock logo
SONY
Sony
$1,410,3310.0%54,1810.6%Consumer Discretionary
Salesforce Inc. stock logo
CRM
Salesforce
$1,336,726$136,345 11.4%4,9020.6%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,335,5970.0%5,1890.6%Aerospace
Accenture PLC stock logo
ACN
Accenture
$1,286,124$38,856 3.1%4,3030.6%Computer and Technology
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$1,279,181$53,720 4.4%11,9060.6%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,277,837$102,630 8.7%13,6960.6%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,264,792$20,706 -1.6%18,3250.6%Medical
SPOTIFY TECHNOLOGY S.A.
$1,121,0840.0%1,4610.5%COM
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,072,173$120,792 12.7%4,6600.5%Transportation
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$900,5810.0%18,7270.4%Basic Materials
Unilever PLC stock logo
UL
Unilever
$895,4060.0%14,6380.4%Consumer Staples
UNITED HEALTH GROUP INC (USA)
$871,956$124,788 16.7%2,7950.4%COM
Prologis, Inc. stock logo
PLD
Prologis
$868,922$220,752 34.1%8,2660.4%Finance
LVMH MOET HENNESSY LO-ADR (FRA)
$846,468$42,024 5.2%8,0570.4%COM
Veolia Environnement SA stock logo
VEOEY
Veolia Environnement
$827,383$26,775 3.3%46,3520.4%Utilities
Rio Tinto PLC stock logo
RIO
Rio Tinto
$667,7040.0%11,4470.3%Basic Materials
BP p.l.c. stock logo
BP
BP
$664,656$20,951 3.3%22,2070.3%Energy
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$650,289$255,973 -28.2%11,2390.3%Basic Materials
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$615,116$5,730 -0.9%21,4700.3%ETF
Diageo plc stock logo
DEO
Diageo
$586,990$30,252 5.4%5,8210.3%Consumer Staples
Trane Technologies plc stock logo
TT
Trane Technologies
$543,7010.0%1,2430.2%Construction
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$463,7640.0%4,2000.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$413,8200.0%5,1650.2%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$299,558$7,951 2.7%12,3580.1%Medical
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$225,5890.0%1,3000.1%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$217,7120.0%1,6200.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$201,3900.0%2,0000.1%ETF
HONEYWELL INTL INC (USA)
$134,605$12,808 -8.7%5780.1%COM
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$121,3430.0%2,2500.1%Manufacturing
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$110,649$110,649 New Holding1,8500.1%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$107,1190.0%1,4390.0%Manufacturing
Intel Corporation stock logo
INTC
Intel
$97,776$4,480 -4.4%4,3650.0%Computer and Technology
EMXF
iShares ESG Advanced MSCI EM ETF
$94,7110.0%2,2090.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$85,9140.0%6000.0%Energy
MASTERCARD INC
$56,1940.0%1000.0%COM
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$53,5780.0%1660.0%Energy
TOTAL S.A. SP ADR (FRA)
$49,1120.0%8000.0%COM
RTX Corporation stock logo
RTX
RTX
$36,505$8,031 -18.0%2500.0%Aerospace
AT&T Inc. stock logo
T
AT&T
$35,0460.0%1,2110.0%Computer and Technology
America Movil, S.A.B. de C.V. Unsponsored ADR stock logo
AMX
America Movil
$32,2920.0%1,8000.0%Computer and Technology
ABBOTT LABS (USA)
$27,8820.0%2050.0%COM
The Boeing Company stock logo
BA
Boeing
$24,0960.0%1150.0%Aerospace
Danaher Corporation stock logo
DHR
Danaher
$22,1240.0%1120.0%Medical
APi Group Corporation stock logo
APG
APi Group
$21,4410.0%4200.0%Business Services
3M COMPANY (USA)
$21,3140.0%1400.0%COM
Carrier Global Corporation stock logo
CARR
Carrier Global
$18,663$4,025 -17.7%2550.0%Construction
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$17,8280.0%2150.0%ETF
NIKE, Inc. stock logo
NKE
NIKE
$17,4050.0%2450.0%Consumer Discretionary
Nu Holdings Ltd. stock logo
NU
NU
$13,7200.0%1,0000.0%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$10,9170.0%700.0%Medical
SILVER NCI-RBC TROY OZ
$10,7990.0%3000.0%COM
Bloom Energy Corporation stock logo
BE
Bloom Energy
$10,7640.0%4500.0%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$9,8790.0%800.0%Retail/Wholesale
Jumia Technologies stock logo
JMIA
Jumia Technologies
$9,8490.0%2,4500.0%Retail/Wholesale
UNITY SOFTWARE INC
$7,8650.0%3250.0%COM
CME Group Inc. stock logo
CME
CME Group
$6,8910.0%250.0%Finance
PALANTIR TECHNOLOGIES INC
$6,816$6,816 New Holding500.0%COM
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$6,139$2,673 -30.3%620.0%Industrials
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$5,6330.0%4100.0%Auto/Tires/Trucks
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$4,8640.0%1000.0%Medical
Teladoc Health, Inc. stock logo
TDOC
Teladoc Health
$3,9020.0%4480.0%Medical
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$3,7630.0%150.0%Aerospace
HONEYTREE U.S. EQUITY ETF
$3,2570.0%1000.0%COM

Showing largest 100 holdings. View all holdings.
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