Raleigh Capital Management Inc. Reduced Holdings in Q2 2025

Raleigh Capital Management Inc.

  • $229 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AIZ
Assurant, Inc.

Financial Services
-11
- 8.66%
$179.73 - $211.56 $1.98K - $2.33K
116 $22K
POR
Portland General Electric CO

Utilities
-30
- 5.42%
$39.96 - $44.75 $1.2K - $1.34K
523 $21K
RTX
Raytheon Technologies Corp

Industrials
-69
- 14.35%
$113.75 - $148.48 $7.85K - $10.2K
412 $60K
CLX
Clorox CO

Consumer Defensive
-3
- 3.03%
$118.01 - $148.69 $354 - $446
96 $11K
SBUX
Starbucks Corp

Consumer Cyclical
-22
- 8.03%
$79.69 - $99.41 $1.75K - $2.19K
252 $23K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-29
- 80.56%
$78.98 - $90.1 $2.29K - $2.61K
7 $0
MKC
Mccormick & CO Inc

Consumer Defensive
-6
- 3.49%
$71.11 - $82.25 $427 - $494
166 $12K
MWA
Mueller Water Products, Inc.

Industrials
-55
- 6.41%
$22.82 - $27.21 $1.26K - $1.5K
803 $19K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-235
- 9.71%
$23.19 - $25.35 $5.45K - $5.96K
2.18K $55K
CMI
Cummins Inc

Industrials
-41
- 4.92%
$267.12 - $336.65 $11K - $13.8K
793 $259K
BBY
Best Buy CO Inc

Consumer Cyclical
-12
- 6.67%
$56.17 - $75.73 $674 - $909
168 $11K
PSTG
Pure Storage, Inc.

Technology
-245
- 24.92%
$37.18 - $57.58 $9.11K - $14.1K
738 $42K
AAL
American Airlines Group Inc.

Industrials
-71
- 68.27%
N/A
33 $0
ITW
Illinois Tool Works Inc

Industrials
-4
- 6.67%
$218.41 - $252.43 $874 - $1.01K
56 $13K
BKR
Baker Hughes CO

Energy
-20
- 83.33%
$35.0 - $44.92 $700 - $898
4 $0
CL
Colgate Palmolive CO

Consumer Defensive
-5
- 3.79%
$87.57 - $96.0 $438 - $480
127 $11K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-36
- 13.38%
$51.16 - $62.02 $1.84K - $2.23K
233 $14K
MPC
Marathon Petroleum Corp

Energy
-5
- 50.0%
$118.55 - $170.08 $593 - $850
5 $0
BXP
Boston Properties Inc

Real Estate
-18
- 5.28%
$56.86 - $74.12 $1.02K - $1.33K
323 $21K
First Tr Exchange Traded Fd
-30
- 0.51%
N/A
5.86K $0
Blackrock Inc
-48
- 6.35%
N/A
708 $0
HYLS
First Tr Tactical High Yield L

ETFs
-46
- 1.41%
$39.8 - $41.84 $1.83K - $1.92K
3.23K $134K
FITB
Fifth Third Bancorp

Financial Services
-417
- 4.7%
$33.32 - $41.51 $13.9K - $17.3K
8.45K $347K
Ea Series Trust
-762
- 9.44%
N/A
7.31K $0
D
Dominion Energy, Inc

Utilities
-7
- 41.18%
$49.66 - $58.0 $348 - $406
10 $0
ADM
Archer Daniels Midland CO

Consumer Defensive
-30
- 7.71%
$41.79 - $54.16 $1.25K - $1.62K
359 $18K
Arista Networks Inc
-93
- 3.43%
N/A
2.62K $0
T Rowe Price ETF Inc
-263
- 8.54%
N/A
2.82K $0
Blackrock ETF Trust Ii
-75
- 4.79%
N/A
1.49K $0
Spdr Series Trust
-38.2K
- 39.75%
N/A
57.9K $0
BCE
Bce Inc

Communication Services
-2
- 22.22%
$20.87 - $22.95 $41.7 - $45.9
7 $0
GLW
Corning Inc

Technology
-39
- 8.9%
$39.07 - $52.59 $1.52K - $2.05K
399 $20K
Pimco ETF Tr
-1.16K
- 8.67%
N/A
12.2K $0
Labcorp Holdings Inc
-14
- 8.09%
N/A
159 $0
Victory Portfolios Ii
-885
- 9.04%
N/A
8.9K $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-61
- 40.4%
$10.59 - $11.48 $646 - $700
90 $1K
ZM
Zoom Video Communications, Inc.

Technology
-13
- 4.91%
$66.7 - $84.62 $867 - $1.1K
252 $19K
Linde PLC
-15
- 2.96%
N/A
491 $0
AMP
Ameriprise Financial Inc

Financial Services
-16
- 9.7%
$422.19 - $533.73 $6.76K - $8.54K
149 $79K
GIS
General Mills Inc

Consumer Defensive
-4
- 26.67%
$50.37 - $60.97 $201 - $244
11 $0
PPG
Ppg Industries Inc

Basic Materials
-19
- 2.58%
$91.66 - $115.04 $1.74K - $2.19K
717 $81K
GOOG
Alphabet Inc.

Communication Services
-27
- 9.09%
$146.58 - $180.01 $3.96K - $4.86K
270 $47K
NDAQ
Nasdaq, Inc.

Financial Services
-28
- 10.57%
$66.4 - $89.42 $1.86K - $2.5K
237 $21K
WTFC
Wintrust Financial Corp

Financial Services
-22
- 8.87%
$95.17 - $124.21 $2.09K - $2.73K
226 $28K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-358
- 14.08%
$32.41 - $42.59 $11.6K - $15.2K
2.19K $93K
LMT
Lockheed Martin Corp

Industrials
-20
- 2.92%
$430.82 - $486.45 $8.62K - $9.73K
664 $307K
RGA
Reinsurance Group Of America Inc

Financial Services
-1
- 0.07%
$168.32 - $209.71 $168 - $210
1.53K $302K
MAR
Marriott International Inc

Consumer Cyclical
-22
- 9.57%
$211.12 - $274.14 $4.64K - $6.03K
208 $56K
LAMR
Lamar Advertising CO

Real Estate
-144
- 5.33%
$102.35 - $121.67 $14.7K - $17.5K
2.56K $310K
Activity Summary
Buys All Purchases 353 New Holdings 171 Increased Positions 182 Sells All Sells 200 Reductions 193 Sold out 7 Options Calls 0 Puts 0
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