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Latest RAELIPSKIE PARTNERSHIP Stock Portfolio

$236Million | No. of Holdings #118

RAELIPSKIE PARTNERSHIP Performance

2026 Q1-1.28%
YTD-1.28%
2025+16.51%

About RAELIPSKIE PARTNERSHIP and 13F Hedge Fund Stock Holdings

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, RAELIPSKIE PARTNERSHIP reported an equity portfolio of $236.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of RAELIPSKIE PARTNERSHIP are SPY, VEA, CSD. The fund has invested 10.8% of it's portfolio in ETF - SPY US S&P500 (USA) and 9.1% of portfolio in ETF - VEA DEV MKT (USA). <br><br> The fund managers got completely rid off UNILEVER PLC ADS-EA REPR (GBR) (UL), JUMIA TECHNOLOGIES AG ADR (JMIA) and UNITY SOFTWARE INC stocks. They significantly reduced their stock positions in SALESFORCE INC (USA) (CRM), BOEING COMPANY (USA) (BA) and UNION PACIFIC CORP (USA) (UNP). RAELIPSKIE PARTNERSHIP opened new stock positions in ASTRAZENECA PLC ADR (USA) (AZN), MICRON TECHNOLOGY INC (USA) (MU) and GE VERNOVA INC (USA). The fund showed a lot of confidence in some stocks as they added substantially to LYONDELLBASELL INDUSTRIES (USA) (LYB), UNILEVER PLC ADR (USA) (UL) and UNITED HEALTH GROUP INC (USA).
RAELIPSKIE PARTNERSHIP Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$236Million
  as of Apr 29, 2026

RAELIPSKIE PARTNERSHIP Annual Return Estimates Vs S&P 500

Our best estimate is that RAELIPSKIE PARTNERSHIP made a return of -1.28% in the last quarter. In trailing 12 months, it's portfolio return was 16.97%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc adr (usa)1,435,520
micron technology inc (usa)1,212,170
ge vernova inc (usa)1,025,660
sprott active metals & mi (usa)107,560
vanguard total intl stock etf (usa)47,423
mcewen inc (usa)28,016
keysight technologies inc (usa)26,260
truist financial corp (usa)20,549
New stocks bought by RAELIPSKIE PARTNERSHIP

Additions

Ticker% Inc.
lyondellbasell industries (usa)40.93
unilever plc adr (usa)37.41
united health group inc (usa)22.63
procter & gamble co (usa)15.08
american tower corp (usa)14.36
prudential financial inc (usa)10.32
pepsi co (usa)9.08
amazon com inc (usa)8.02
Additions to existing portfolio by RAELIPSKIE PARTNERSHIP

Reductions

Ticker% Reduced
salesforce inc (usa)-96.75
boeing company (usa)-88.67
union pacific corp (usa)-85.07
honeywell intl inc (usa)-69.05
nike inc cl-b (usa)-66.67
mastercard inc (usa)-60.00
etf - vss world small (usa)-34.01
etf - ibb us biotech (usa)-23.8
RAELIPSKIE PARTNERSHIP reduced stake in above stock

Sold off

Ticker$ Sold
unilever plc ads-ea repr (gbr)-528,759
jumia technologies ag adr-30,601
teladoc health inc-3,136
unity software inc-14,355
editas medicine-410
crispr therapeutics ag-5,244
tjx companies-12,289
spdr total stock market p-6,188
RAELIPSKIE PARTNERSHIP got rid off the above stocks

Sector Distribution

RAELIPSKIE PARTNERSHIP has about 75.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Defensive
  • Utilities
  • Healthcare
  • Consumer Cyclical
Sector%
Others75.7
Technology9.8
Financial Services3.3
Communication Services2.6
Consumer Defensive2.4
Utilities1.8
Healthcare1.5
Consumer Cyclical1.1

Market Cap. Distribution

RAELIPSKIE PARTNERSHIP has about 23.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED75.7
MEGA-CAP20
LARGE-CAP3.3

Stocks belong to which Index?

About 22.9% of the stocks held by RAELIPSKIE PARTNERSHIP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others76.2
S&P 50022.9
Top 5 Winners (%)%
LYB
lyondellbasell industries (usa)
65.4 %
solstice advanced material (usa)
54.4 %
exxon mobil corp (usa)
40.8 %
totalenergies se adr (usa)
39.1 %
CVX
chevron corp (usa)
35.8 %
Top 5 Winners ($)$
exxon mobil corp (usa)
1.3 M
EMGF
etf - emxc emrg mkts ex china ishare (usa)
0.8 M
VEA
etf - vea dev mkt (usa)
0.5 M
JNJ
johnson & johnson (usa)
0.5 M
LYB
lyondellbasell industries (usa)
0.5 M
Top 5 Losers (%)%
KD
kyndryl hldgs inc (usa)
-50.6 %
fiverr international ltd (usa)
-50.0 %
AEO
american eagle outfitters (usa)
-36.6 %
RGEN
repligen cp (usa)
-28.1 %
NVO
novo-nordisk a/s-adr (dnk)
-27.2 %
Top 5 Losers ($)$
MSFT
microsoft corp (usa)
-2.2 M
SPY
etf - spy us s&p500 (usa)
-1.2 M
QQQ
etf - qqq invesco trust (usa)
-1.1 M
AAPL
apple inc (usa)
-0.5 M
JPM
j.p. morgan chase and co (usa)
-0.4 M

RAELIPSKIE PARTNERSHIP Holdings Map

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

Current Stock Holdings of RAELIPSKIE PARTNERSHIP

RAELIPSKIE PARTNERSHIP has 118 stocks in it's portfolio. About 60.1% 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 RAELIPSKIE PARTNERSHIP last quarter.

$236.22MTotal Value
129Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of RAELIPSKIE PARTNERSHIP, last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Etf - Short Treasury Bond Ishar (Usa)

Etf - Short Treasury Bond Ishar (Usa)

AAXJ
RAELIPSKIE PARTNERSHIP's holding in Etf - Short Treasury Bond Ishar (Usa) over time
0.2%4,200
$463.6K
0.2%
unchanged 0 percentunchanged
ACWV
Etf - Dvye Emerging Div (Usa)

Etf - Dvye Emerging Div (Usa)

ACWV
RAELIPSKIE PARTNERSHIP's holding in Etf - Dvye Emerging Div (Usa) over time
0.3%20,740
$713.0K
0.3%
decreased 3.71 percentreduced
AMX
America Movil S.A.B. De C (Usa)

America Movil S.A.B. De C (Usa)

AMX
RAELIPSKIE PARTNERSHIP's holding in America Movil S.A.B. De C (Usa) over time
0.02%1,800
$45.9K
0.02%
unchanged 0 percentunchanged
AZN
Astrazeneca Plc Adr (Usa)

Astrazeneca Plc Adr (Usa)

AZN
RAELIPSKIE PARTNERSHIP's holding in Astrazeneca Plc Adr (Usa) over time
0.61%7,412
$1.44M
0.61%
new position
BABA
Alibaba Group Holding Adr (Usa)

Alibaba Group Holding Adr (Usa)

BABA
RAELIPSKIE PARTNERSHIP's holding in Alibaba Group Holding Adr (Usa) over time
0%20.00
$2.5K
0%
unchanged 0 percentunchanged
BHP
Bhp Billiton Ltd S/Adr (Aus)

Bhp Billiton Ltd S/Adr (Aus)

BHP
RAELIPSKIE PARTNERSHIP's holding in Bhp Billiton Ltd S/Adr (Aus) over time
0.54%17,527
$1.27M
0.54%
unchanged 0 percentunchanged
BIL
Etf - Spsm Spdr S&P 600 Small Cap (Usa)

Etf - Spsm Spdr S&P 600 Small Cap (Usa)

BIL
RAELIPSKIE PARTNERSHIP's holding in Etf - Spsm Spdr S&P 600 Small Cap (Usa) over time
0.78%38,235
$1.85M
0.78%
increased 4.42 percentadded
BIL
Spdr Total Stock Market P

Spdr Total Stock Market P

BIL
RAELIPSKIE PARTNERSHIP's holding in Spdr Total Stock Market P over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDW
Vanguard Interm Govt Bond (Usa)

Vanguard Interm Govt Bond (Usa)

BNDW
RAELIPSKIE PARTNERSHIP's holding in Vanguard Interm Govt Bond (Usa) over time
0.05%1,850
$110.2K
0.05%
unchanged 0 percentunchanged
BNDW
Interm Corp Bond Vanguard

Interm Corp Bond Vanguard

BNDW
RAELIPSKIE PARTNERSHIP's holding in Interm Corp Bond Vanguard over time
0.01%215
$17.8K
0.01%
unchanged 0 percentunchanged
BOB
Honeytree U.S. Equity Etf (Usa)

Honeytree U.S. Equity Etf (Usa)

BOB
RAELIPSKIE PARTNERSHIP's holding in Honeytree U.S. Equity Etf (Usa) over time
0%100
$3.2K
0%
unchanged 0 percentunchanged