Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Raleigh Capital Management Inc. Stock Portfolio

Raleigh Capital Management Inc. Performance:
2026 Q1: -0.03%YTD: -0.03%2025: 13.97%
Performance for 2026 Q1 is -0.03%, and YTD is -0.03%, and 2025 is 13.97%.

About Raleigh Capital Management Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Raleigh Capital Management Inc. reported an equity portfolio of $289.8 Millions as of 31 Mar, 2026.

The top stock holdings of Raleigh Capital Management Inc. are EMTL, SPY, EMTL. The fund has invested 4.6% of it's portfolio in SSGA ACTIVE TR and 4.2% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off AMERICAN CENTY ETF TR (AEMB), SPDR SERIES TRUST (BIL) and AMCOR PLC (AMCR) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and NORFOLK SOUTHN CORP (NSC). Raleigh Capital Management Inc. opened new stock positions in AMCOR PLC (AMCR), KIMCO REALTY CORP (KIM) and STERLING CAP FDS. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES TR (AAXJ) and MONDELEZ INTL INC (MDLZ).

Raleigh Capital Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Raleigh Capital Management Inc. made a return of -0.03% in the last quarter. In trailing 12 months, it's portfolio return was 13.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amcor plc2,002,240
kimco realty corp1,292,900
sterling cap fds782,047
blackrock etf trust714,278
blackrock etf trust707,309
principal financial group in703,139
sterling cap fds592,977
ulta beauty inc379,487
New stocks bought by Raleigh Capital Management Inc.

Additions

Ticker% Inc.
ishares tr2,246,800
ishares tr865,800
mondelez intl inc494,900
coterra energy inc38,000
spdr series trust25,157
shopify inc9,863
halliburton co6,364
ishares tr4,100
Additions to existing portfolio by Raleigh Capital Management Inc.

Reductions

Ticker% Reduced
ishares tr-99.83
ishares tr-99.11
texas instrs inc-98.12
workday inc-97.45
steris plc-97.24
invesco qqq tr-95.7
ishares tr-95.53
kroger co-88.93
Raleigh Capital Management Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Raleigh Capital Management Inc.

Sector Distribution

Raleigh Capital Management Inc. has about 47.4% of it's holdings in Others sector.

Sector%
Others47.4
Technology10.1
Financial Services7.9
Healthcare5.7
Consumer Defensive4.8
Communication Services4.7
Consumer Cyclical4.2
Utilities4
Energy4
Industrials3.8
Real Estate3.1

Market Cap. Distribution

Raleigh Capital Management Inc. has about 52.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED47.3
LARGE-CAP26.3
MEGA-CAP25.8

Stocks belong to which Index?

About 48.8% of the stocks held by Raleigh Capital Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others50.9
S&P 50048.8
Top 5 Winners (%)%
CWI
spdr index shs fds
DMXF
ishares tr
DOW
dow hldgs inc
82.1 %
PR
permian resources corp
55.6 %
VLO
valero energy corp
52.6 %
Top 5 Winners ($)$
totalenergies se
1.1 M
XOM
exxon mobil corp
1.0 M
CVX
chevron corporation
0.8 M
BIL
spdr series trust
0.6 M
VZ
verizon communications inc
0.5 M
Top 5 Losers (%)%
HOOD
robinhood mkts inc
-38.7 %
FBCG
fidelity covington trust
-37.7 %
GPK
graphic packaging hldg co
-33.3 %
DASH
doordash inc
-31.8 %
EL
lauder estee cos inc
-31.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.5 M
EMTL
ssga active tr
-0.6 M
SPY
state str spdr s&p 500 etf t
-0.6 M
META
meta platforms inc
-0.5 M
NVDA
nvidia corporation
-0.4 M

Raleigh Capital Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Raleigh Capital Management Inc.

Raleigh Capital Management Inc. has 695 stocks in it's portfolio. About 25.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for Raleigh Capital Management Inc. last quarter.

Last Reported on: 28 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions