Raleigh Capital Management Inc.
•CIK: 1911726•Filing: Q4 2025
**Raleigh Capital Management Inc.** is a actively managed fund overseeing $276M across a diverse portfolio of 503 positions. The strategy exhibits significant exposure to broad market indices and technology leaders, evidenced by top holdings including SPY ($14.9M) and FISR ($11.5M). Notable allocations also include substantial positions in XLSR ($8.1M), NVDA ($6.7M), and MSFT ($6.1M). This concentration suggests a tactical approach balancing broad market beta with high-conviction technology names.
Total AUM
$275.5M
QoQ Performance
+4.7%
Positions
395
Top 10 Concentration
28.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY5.4%
FISR4.2%
XLSR2.9%
NVDA2.4%
SPDW2.3%
MSFT2.2%
SPEM2.0%
AAPL2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.5%
Technology13.1%
ETF7.2%
Healthcare6.0%
Financial4.0%
Consumer3.5%
Consumer Staples2.8%
Energy2.4%
🚪 Exited Positionssold since Q3 2025
+275 more exited positions
Changes from Q3 2025
NEW10 new positions
↑115 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022