Raleigh Capital Management Inc. Top Holdings and 13F Report (2026)

About Raleigh Capital Management Inc.

Investment Activity

Raleigh Capital Management Inc. has $313.32 million in total holdings as of June 30, 2026.
Raleigh Capital Management Inc. owns shares of 610 different stocks, but just 92 companies or ETFs make up 80% of its holdings.
Approximately 11.94% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Raleigh Capital Management Inc. has purchased 698 new stocks and bought additional shares in 183 stocks.
Raleigh Capital Management Inc. sold shares of 222 stocks and completely divested from 177 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $16,416,609
SPDR SSGA Fixed Income Sector Rotation ETF: $12,582,775
iShares Core S&P 500 ETF: $9,787,570
SPDR SSGA US Sector Rotation ETF: $9,692,546
SPDR Portfolio Emerging Markets ETF: $7,749,032

Largest New Holdings this Quarter

46429B663 - iShares Core High Dividend ETF: $751,573 Holding
G2004J103 - CARNIVAL CORP LTD: $335,503 Holding
09290C665 - BLACKROCK ETF TRUST: $217,055 Holding
049468101 - Atlassian: $178,372 Holding
092528835 - BLACKROCK ETF TRUST II: $147,853 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 5,019 shares (about $3.76M)
SPDR Bloomberg High Yield Bond ETF: 30,941 shares (about $2.98M)
SPDR S&P 500 ETF Trust: 3,359 shares (about $2.51M)
iShares 7-10 Year Treasury Bond ETF: 20,439 shares (about $1.93M)
SPDR Portfolio Long Term Treasury ETF: 59,840 shares (about $1.57M)

Largest Sales this Quarter

Lennox International: 3 shares (about $∞T)
Intuit: 11 shares (about $∞T)
BXP: 26 shares (about $∞T)
SEI Investments: 40 shares (about $∞T)
SPDR Portfolio Europe ETF: 58 shares (about $∞T)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$16,416,609	$2,508,456 â–²	18.0%	21,983	5.2%	Finance
FISR SPDR SSGA Fixed Income Sector Rotation ETF	$12,582,775	$729,665 â–¼	-5.5%	490,557	4.0%	ETF
IVV iShares Core S&P 500 ETF	$9,787,570	$3,758,804 â–²	62.3%	13,069	3.1%	ETF
XLSR SPDR SSGA US Sector Rotation ETF	$9,692,546	$50,266 â–¼	-0.5%	149,438	3.1%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$7,749,032	$842,357 â–²	12.2%	149,653	2.5%	ETF
NVDA NVIDIA	$7,742,445	$91,041 â–²	1.2%	38,695	2.5%	Computer and Technology
AAPL Apple	$7,551,244	$1,007,566 â–²	15.4%	26,096	2.4%	Computer and Technology
GOOGL Alphabet	$6,302,233	$15,724 â–²	0.3%	17,635	2.0%	Computer and Technology
JNK SPDR Bloomberg High Yield Bond ETF	$5,036,356	$2,981,763 â–²	145.1%	52,261	1.6%	Finance
MSFT Microsoft	$4,815,363	$8,953 â–¼	-0.2%	12,909	1.5%	Computer and Technology
ABBV AbbVie	$4,552,500	$686,989 â–²	17.8%	18,091	1.5%	Medical
AMZN Amazon.com	$4,303,746	$17,637 â–²	0.4%	18,057	1.4%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$4,197,066	$2,732,235 â–¼	-39.4%	83,292	1.3%	ETF
SPDR SERIES TRUST	$3,892,996	$231,503 â–²	6.3%	116,452	1.2%	STATE STRET SPDR
AVGO Broadcom	$3,644,369	$445,725 â–²	13.9%	9,648	1.2%	Computer and Technology
USB U.S. Bancorp	$3,477,279	$29,294 â–²	0.8%	57,571	1.1%	Finance
VZ Verizon Communications	$3,142,261	$499,527 â–²	18.9%	74,215	1.0%	Computer and Technology
SPTL SPDR Portfolio Long Term Treasury ETF	$3,081,308	$1,569,599 â–²	103.8%	117,473	1.0%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,989,464	$82,123 â–¼	-2.7%	51,837	1.0%	ETF
ENB Enbridge	$2,980,874	$82,724 â–²	2.9%	54,988	1.0%	Energy
PM Philip Morris International	$2,887,046	$72,547 â–¼	-2.5%	15,958	0.9%	Consumer Staples
PNC The PNC Financial Services Group	$2,880,250	$505,977 â–¼	-14.9%	11,698	0.9%	Finance
META Meta Platforms	$2,767,257	$228,680 â–¼	-7.6%	4,913	0.9%	Computer and Technology
PFE Pfizer	$2,760,626	$317,832 â–²	13.0%	114,644	0.9%	Medical
PLD Prologis	$2,741,176	$79,113 â–²	3.0%	20,235	0.9%	Finance
SNY Sanofi	$2,704,397	$282,581 â–²	11.7%	63,394	0.9%	Medical
FE FirstEnergy	$2,686,898	$260,993 â–²	10.8%	56,519	0.9%	Utilities
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF	$2,628,924	$170,754 â–²	6.9%	103,338	0.8%	ETF
PAYX Paychex	$2,627,137	$86,824 â–²	3.4%	26,718	0.8%	Computer and Technology
GLD SPDR Gold Shares	$2,532,612	$319,754 â–¼	-11.2%	6,875	0.8%	Finance
IVW iShares S&P 500 Growth ETF	$2,521,363	$85,957 â–¼	-3.3%	18,333	0.8%	ETF
BTI British American Tobacco	$2,511,829	$282,180 â–¼	-10.1%	40,671	0.8%	Consumer Staples
TIPX SPDR Bloomberg 1-10 Year TIPS ETF	$2,485,300	$187,218 â–²	8.1%	131,289	0.8%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$2,460,584	$184,649 â–²	8.1%	61,072	0.8%	ETF
TOTALENERGIES SE	$2,458,071	$799,995 â–¼	-24.6%	31,611	0.8%	ACT
DYNF iShares U.S. Equity Factor Rotation Active ETF	$2,423,670	$5,985 â–²	0.2%	35,637	0.8%	ETF
MDT Medtronic	$2,353,500	$1,295,192 â–²	122.4%	30,084	0.8%	Medical
WEC WEC Energy Group	$2,304,238	$407,297 â–²	21.5%	19,733	0.7%	Utilities
SPLB SPDR Portfolio Long Term Corporate Bond ETF	$2,288,591	$105,123 â–²	4.8%	102,169	0.7%	ETF
AMT American Tower	$2,284,830	$43,508 â–²	1.9%	13,969	0.7%	Finance
NGG National Grid Transco	$2,155,613	$200,462 â–²	10.3%	26,012	0.7%	Utilities
PEP PepsiCo	$2,143,366	$37,235 â–²	1.8%	15,830	0.7%	Consumer Staples
AMCOR PLC	$2,113,843	$69,750 â–¼	-3.2%	48,762	0.7%	COM NEW
IVE iShares S&P 500 Value ETF	$2,092,580	$482,728 â–¼	-18.7%	9,216	0.7%	ETF
CVX Chevron	$2,080,808	$666,860 â–¼	-24.3%	12,553	0.7%	Energy
TRP TC Energy	$2,027,441	$36,990 â–²	1.9%	30,584	0.6%	Energy
LLY Eli Lilly and Company	$2,026,797	$53,968 â–¼	-2.6%	1,690	0.6%	Medical
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$2,021,243	$203 â–²	0.0%	29,918	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,992,450	$693,613 â–¼	-25.8%	24,052	0.6%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,932,994	$1,932,899 â–²	2,043,900.0%	20,440	0.6%	ETF
MRK Merck & Co., Inc.	$1,927,438	$15,676 â–²	0.8%	15,000	0.6%	Medical
CME CME Group	$1,855,710	$85,686 â–²	4.8%	8,403	0.6%	Finance
LAM RESEARCH CORP	$1,772,391	$32,501 â–¼	-1.8%	4,090	0.6%	COM NEW
APH Amphenol	$1,729,451	$719,356 â–²	71.2%	9,809	0.6%	Computer and Technology
DUK Duke Energy	$1,715,788	$33,417 â–²	2.0%	13,555	0.5%	Utilities
JPM JPMorgan Chase & Co.	$1,672,090	$122,755 â–¼	-6.8%	5,108	0.5%	Finance
MO Altria Group	$1,639,611	$371,409 â–²	29.3%	22,788	0.5%	Consumer Staples
PPL PPL	$1,625,475	$315,230 â–²	24.1%	44,717	0.5%	Utilities
GWX SPDR S&P International Small Cap ETF	$1,591,004	$54,262 â–²	3.5%	36,358	0.5%	ETF
UNILEVER PLC	$1,573,279	$1,804 â–¼	-0.1%	26,169	0.5%	SPON ADR NEW
RF Regions Financial	$1,565,477	$1,564,964 â–²	304,823.5%	51,837	0.5%	Finance
CSCO Cisco Systems	$1,533,619	$313,724 â–¼	-17.0%	13,057	0.5%	Computer and Technology
ADP Automatic Data Processing	$1,503,380	$1,320,636 â–²	722.7%	6,713	0.5%	Computer and Technology
TSLA Tesla	$1,488,667	$38,699 â–²	2.7%	3,539	0.5%	Auto/Tires/Trucks
KIM Kimco Realty	$1,479,386	$20,762 â–²	1.4%	58,358	0.5%	Finance
AMGN Amgen	$1,455,840	$3,259 â–²	0.2%	4,020	0.5%	Medical
PH Parker-Hannifin	$1,414,088	$16,625 â–¼	-1.2%	1,446	0.5%	Industrials
EBND SPDR Bloomberg Emerging Markets Local Bond ETF	$1,346,326	$86,128 â–²	6.8%	64,356	0.4%	ETF
EFG iShares MSCI EAFE Growth ETF	$1,291,394	$56,986 â–²	4.6%	10,379	0.4%	ETF
V Visa	$1,287,975	$9,607 â–²	0.8%	3,754	0.4%	Business Services
SGOV iShares 0-3 Month Treasury Bond ETF	$1,250,152	$782,427 â–²	167.3%	12,418	0.4%	ETF
KIMBERLY-CLARK CORP	$1,233,144	$2,525 â–²	0.2%	11,234	0.4%	COM
BLACKROCK ETF TRUST	$1,230,523	$380,898 â–¼	-23.6%	23,341	0.4%	ISHA I IN TE ETF
DELL Dell Technologies	$1,174,405	$723,972 â–²	160.7%	2,722	0.4%	Computer and Technology
PRINCIPAL FINANCIAL GROUP IN	$1,167,568	$326,570 â–²	38.8%	10,833	0.4%	COM
MDLZ Mondelez International	$1,158,780	$13,535 â–²	1.2%	20,034	0.4%	Consumer Staples
SO Southern	$1,128,084	$4,786 â–²	0.4%	11,786	0.4%	Utilities
IUSB iShares Core Total USD Bond Market ETF	$1,097,390	$390,887 â–²	55.3%	23,779	0.4%	Manufacturing
WALMART INC	$1,085,959	$906 â–²	0.1%	9,588	0.3%	COM
BANK OF NY MELLON CORP	$1,053,781	$92,551 â–¼	-8.1%	7,287	0.3%	COM
CAT Caterpillar	$1,042,188	$664,275 â–¼	-38.9%	979	0.3%	Industrials
TFC Truist Financial	$1,035,371	$1,267,933 â–¼	-55.0%	20,782	0.3%	Finance
PG Procter & Gamble	$1,026,083	$6,306 â–¼	-0.6%	6,997	0.3%	Consumer Staples
MTUM iShares MSCI USA Momentum Factor ETF	$1,017,896	$307,872 â–¼	-23.2%	2,969	0.3%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$1,015,955	$2,434,719 â–¼	-70.6%	39,810	0.3%	ETF
WFC Wells Fargo & Company	$1,006,726	$43,882 â–¼	-4.2%	12,182	0.3%	Finance
BLACKROCK ETF TRUST	$954,491	$880,413 â–²	1,188.5%	26,079	0.3%	ISHA IN CTRY ETF
JNJ Johnson & Johnson	$947,276	$6,603 â–¼	-0.7%	3,730	0.3%	Medical
BLACKROCK ETF TRUST	$943,298	$75,607 â–²	8.7%	18,727	0.3%	ISHA LA CORE ETF
NOW ServiceNow	$940,731	$11,317 â–²	1.2%	9,476	0.3%	Computer and Technology
STERLING CAP FDS	$938,731	$109,276 â–²	13.2%	37,549	0.3%	CAP HEDGED EQT P
SNOW Snowflake	$930,707	$22,651 â–²	2.5%	3,657	0.3%	Computer and Technology
XEL Xcel Energy	$920,921	$489,407 â–¼	-34.7%	11,469	0.3%	Utilities
DDOG Datadog	$880,017	$203,862 â–²	30.2%	3,380	0.3%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$861,102	$100,925 â–²	13.3%	8,916	0.3%	ETF
HD Home Depot	$851,633	$47,254 â–¼	-5.3%	2,415	0.3%	Retail/Wholesale
VUG Vanguard Growth ETF	$832,668	$685,792 â–²	466.9%	9,666	0.3%	ETF
O Realty Income	$821,547	$189,664 â–¼	-18.8%	13,259	0.3%	Finance
BLACKROCK ETF TRUST	$816,536	$122,768 â–²	17.7%	25,693	0.3%	ISHARES DEFENSE
HSY Hershey	$813,453	$763,972 â–²	1,544.0%	4,636	0.3%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Raleigh Capital Management Inc. Top Holdings and 13F Report (2026)

About Raleigh Capital Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Raleigh Capital Management Inc. Top Holdings and 13F Report (2026)

About Raleigh Capital Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRaleigh Capital Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools