Raleigh Capital Management Inc.

Q1 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
775
Total value ($000)
$289,772
Net value change ($000)
+14,247 (5.2%)
New positions
226
Sold out positions
34
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMCR 2,002 NEW
AMT 1,957 479.7%
FISR 1,862 16.2%
SHY 1,855 NEW
CERY 1,717 80.1%
SPAB 1,663 92.3%
SPLB 1,511 230.7%
KIM 1,293 NEW
VZ 1,231 64.7%
CVX 1,210 54.5%
Top Reduces (Value $000, Stocks/ETFs)
SPY -2,784 -18.7%
QQQ -1,920 -96.0%
OEF -1,800 -99.8%
SPTL -1,672 -52.4%
AMCR -1,540 -100.0%
JNJ -1,497 -62.0%
MSFT -1,355 -22.1%
GSK -1,279 -86.7%
AEP -1,003 -74.0%
GILD -778 -73.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type