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
$3.23B
$1,000 0.0% of portfolio
102
Q1 2025 New
$17.2B
$0 0.0% of portfolio
10
Q2 2025 Reduced 99.9%
$5.4B
$1,000 0.0% of portfolio
3
Q2 2025 New
$11B
$0 0.0% of portfolio
0
Q2 2025 New
$123B
$0 0.0% of portfolio
6
Q1 2025 Reduced 98.66%
$86.8B
$0 0.0% of portfolio
5
Q2 2025 Reduced 50.0%
$12.7B
$0 0.0% of portfolio
3
Q2 2025 New
$3.25B
$0 0.0% of portfolio
42
Q1 2025 New
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 8.09%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 94.68%
$7.26B
$0 0.0% of portfolio
0
Q2 2025 New
$5.06B
$0 0.0% of portfolio
3
Q2 2025 New
$12.9B
$5,000 0.0% of portfolio
28
Q2 2025 Added 7.69%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.96%
$11.7B
$0 0.0% of portfolio
2
Q2 2025 New
$28.5B
$0 0.0% of portfolio
1
Q1 2025 Reduced 98.95%
$6.91B
$1,000 0.0% of portfolio
20
Q1 2025 New
$8.91B
$2,000 0.0% of portfolio
44
Q2 2025 Added 18.92%
Nextracker Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$9.38B
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$5.62B
$0 0.0% of portfolio
2
Q1 2025 Reduced 50.0%
$36.2B
$0 0.0% of portfolio
0
Q2 2025 New
$12.9B
$0 0.0% of portfolio
6
Q2 2025 New
$7.07B
$0 0.0% of portfolio
2
Q2 2025 New
$6.71B
$1,000 0.0% of portfolio
49
Q2 2025 New
$4.41B
$0 0.0% of portfolio
10
Q2 2025 New
$751M
$0 0.0% of portfolio
40
Q2 2025 New
$1.05B
$0 0.0% of portfolio
21
Q1 2025 Reduced 36.36%
$5.07B
$0 0.0% of portfolio
3
Q1 2025 New
$4.38B
$0 0.0% of portfolio
6
Q2 2025 New
$95.7B
$0 0.0% of portfolio
4
Q1 2025 Reduced 99.9%
$70.3B
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$4.88B
$0 0.0% of portfolio
12
Q2 2025 New
$3.85B
$0 0.0% of portfolio
8
Q1 2025 Reduced 38.46%
$8.05B
$0 0.0% of portfolio
6
Q2 2025 New
$76.7B
$0 0.0% of portfolio
0
Q2 2025 New
$11.4B
$0 0.0% of portfolio
1
Q2 2025 New

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
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