Raleigh Capital Management Inc. Portfolio Holdings

Raleigh Capital Management Inc.

  • $229 Million
  • Q2 2025

Raleigh Capital Management Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Million distributed in 638 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ssga Active Tr Spdr Ssga Fixed with a value of $11.7M, Spdr S&P 500 ETF Trust with a value of $8.06M, Ssga Active Tr Spdr Ssga Us Se with a value of $7.16M, Spdr Portfolio Aggregate Bond with a value of $6.61M, and Microsoft Corp with a value of $5.35M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $214M to 229M. Also it can be appreciated an additional of 171 stocks purchases and 7 closed positions.

Raleigh Capital Management Inc. is based out at Cary, NC

Below you can find more details about Raleigh Capital Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $229 Million
ETFs: $88.6 Million
Technology: $24.4 Million
Financial Services: $21.7 Million
Healthcare: $18 Million
Energy: $13.2 Million
Consumer Defensive: $12.7 Million
Utilities: $12.2 Million
Communication Services: $11.8 Million
Other: $24.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Million 5.12% of portfolio
453,825
Q2 2025 Added 14.28%
$0
$8.06 Million 3.52% of portfolio
13,039
Q2 2025 Added 40.86%
$0
$7.16 Million 3.13% of portfolio
130,338
Q2 2025 Added 2.35%
$0
$6.61 Million 2.89% of portfolio
258,307
Q2 2025 Added 143.87%
$3.77T
$5.35 Million 2.34% of portfolio
10,753
Q2 2025 Added 8.39%
$416B
$5.03 Million 2.2% of portfolio
31,822
Q2 2025 Added 11.47%
$0
$3.78 Million 1.65% of portfolio
88,340
Q2 2025 Reduced 37.96%
$3.45T
$3.74 Million 1.63% of portfolio
18,205
Q2 2025 Added 16.96%
$109B
$3.15 Million 1.38% of portfolio
10,337
Q2 2025 Added 26.11%
$331B
$3.09 Million 1.35% of portfolio
16,651
Q2 2025 Added 9.51%
$1.14T
$2.79 Million 1.22% of portfolio
15,816
Q2 2025 Added 27.69%
$2.32T
$2.8 Million 1.22% of portfolio
12,753
Q2 2025 Added 15.06%
$452B
$2.66 Million 1.16% of portfolio
24,669
Q2 2025 Added 13.09%
$1.58T
$2.59 Million 1.13% of portfolio
3,504
Q2 2025 Added 16.33%
$180B
$2.56 Million 1.12% of portfolio
59,267
Q2 2025 Added 3.51%
$173B
$2.43 Million 1.06% of portfolio
35,455
Q2 2025 Added 3.32%
$54.4B
$2.32 Million 1.01% of portfolio
31,148
Q2 2025 Added 2.23%
$256B
$2.29 Million 1.0% of portfolio
12,566
Q2 2025 Reduced 35.21%
$439B
$2.26 Million 0.99% of portfolio
14,777
Q2 2025 Added 7.3%
$0
$2.24 Million 0.98% of portfolio
12,226
Q2 2025 Added 1.6%
$855B
$2.18 Million 0.95% of portfolio
7,512
Q2 2025 Reduced 2.83%
$91.5B
$2.18 Million 0.95% of portfolio
48,176
Q2 2025 Added 1.5%
$0
$2.14 Million 0.94% of portfolio
95,032
Q2 2025 Added 12.03%
$68.6B
$2.08 Million 0.91% of portfolio
45,894
Q2 2025 Added 2.66%
$0
$2.08 Million 0.91% of portfolio
32,749
Q2 2025 Added 57.7%
$0
$2.06 Million 0.9% of portfolio
3,317
Q2 2025 Reduced 51.4%
$113B
$2.06 Million 0.9% of portfolio
7,458
Q2 2025 Added 4.19%
$0
$2.06 Million 0.9% of portfolio
50,769
Q2 2025 Reduced 70.05%
$0
$1.99 Million 0.87% of portfolio
80,826
Q2 2025 Added 6.52%
$0
$2 Million 0.87% of portfolio
20,569
Q2 2025 Added 157.79%
$0
$1.98 Million 0.86% of portfolio
103,433
Q2 2025 Added 7.02%
$0
$1.97 Million 0.86% of portfolio
3,566
Q2 2025 Added 356,500.0%
$0
$1.95 Million 0.85% of portfolio
17,715
Q2 2025 Reduced 11.88%
$294B
$1.93 Million 0.84% of portfolio
13,452
Q2 2025 Added 3.32%
$122B
$1.9 Million 0.83% of portfolio
39,380
Q2 2025 Added 2.82%
$141B
$1.89 Million 0.82% of portfolio
77,832
Q2 2025 Added 23.53%
$0
$1.87 Million 0.82% of portfolio
44,951
Q2 2025 Added 6.2%
$164B
$1.81 Million 0.79% of portfolio
6,484
Q2 2025 Added 15.77%
$40B
$1.77 Million 0.77% of portfolio
25,975
Q2 2025 Added 3.5%
$0
$1.75 Million 0.76% of portfolio
32,132
Q2 2025 Reduced 2.53%
$0
$1.7 Million 0.74% of portfolio
17,588
Q2 2025 New
$0
$1.66 Million 0.73% of portfolio
38,974
Q2 2025 Added 123.8%
$0
$1.67 Million 0.73% of portfolio
8,534
Q2 2025 Added 17.52%
$117B
$1.6 Million 0.7% of portfolio
33,865
Q2 2025 Added 376,177.78%
$101B
$1.6 Million 0.7% of portfolio
15,233
Q2 2025 Added 1.65%
$201B
$1.57 Million 0.69% of portfolio
11,891
Q2 2025 Added 17.99%
$35.7B
$1.56 Million 0.68% of portfolio
27,053
Q2 2025 Added 15.43%
$56.6B
$1.56 Million 0.68% of portfolio
15,003
Q2 2025 Added 0.63%
$60B
$1.52 Million 0.67% of portfolio
35,430
Q2 2025 Added 3.85%

Summary

  • Portfolio
  • No. of Stocks 638
  • Current Value $229 Million
  • Prior Value $214 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 171 stocks
  • Additional Purchases 182 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 193 stocks
Track This Portfolio

Track Raleigh Capital Management Inc. Portfolio

Follow Raleigh Capital Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raleigh Capital Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raleigh Capital Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email