StockDriftsStockDriftsTop 50 Raleigh Capital Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.24% | 22.0K | $16.4M | +18.04%(+3.36K) | $574.17(+35.04%) | 2026-06-30 | |
| FISR | SSGA ACTIVE TR | 4.02% | 490.6K | $12.6M | -5.48%(-28.45K) | $27.17(-6.90%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.12% | 13.1K | $9.8M | +62.35%(+5.02K) | $620.87(+25.46%) | 2026-06-30 | |
| XLSR | SSGA ACTIVE TR | 3.09% | 149.4K | $9.7M | -0.52%(-775) | $48.10(+39.49%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.47% | 149.7K | $7.7M | +12.20%(+16.27K) | $40.80(+28.86%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 38.7K | $7.7M | +1.19%(+455) | $95.86(+135.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.41% | 26.1K | $7.6M | +15.40%(+3.48K) | $206.70(+47.74%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.01% | 17.6K | $6.3M | +0.25%(+44) | $162.29(+112.40%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 1.61% | 52.3K | $5.0M | +145.13%(+30.94K) | $95.97(+0.01%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.54% | 12.9K | $4.8M | -0.19%(-24) | $384.86(+26.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.63% | +42.87% | — | — | +21.37% |
| Top 20 Holdings Unweighted | +13.55% | +46.42% | — | — | +26.49% |
Raleigh Capital Management Inc. reports $313.32M in US-listed equity holdings across 610 positions in its most recent 13F filing. Its largest disclosed positions are SPY (5.2%), FISR (4.0%) and IVV (3.1%). The top 20 holdings account for 39.53% of reported assets. Its disclosed equity book has returned +42.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Raleigh Capital Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911726). View Raleigh Capital Management Inc.’s 13F filings on SEC