Raleigh Capital Management Inc.
SEC Form 13F institutional filer · CIK 0001911726
13F-HR · 357 reported holdings · 2026-03-31
Reported long-US-equity value
$0.18B
Top-10 concentration
34.5%
Raleigh Capital Management Inc. — $183M AUM allocation strategy
Raleigh Capital Management Inc. files SEC Form 13F and reports $183M of long US equity value across 357 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 10.8%, followed by Financials 9.5% and Communication Services 6.1%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Raleigh Capital Management Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$183M
total across 357 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MDLZ +19.8K sh · +$1.14M+$VZ +15.7K sh · +$1.23M+$PAYX +14.4K sh · +$1.1M
Biggest trims (shares)
−$AMCR −134K sh · +$462K−$O −12.9K sh · −$650K−$XOM −11.2K sh · −$642K
Exited to nil (held last quarter, gone now)
$KLAC ($1.22K last qtr)$URI ($809 last qtr)$GIS ($525 last qtr)$STLD ($508 last qtr)$LULU ($197 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors5.1%—
- Financial Exchanges & Data4.7%—
- Interactive Media & Services4.4%—
- Diversified Banks3.2%—
- Technology Hardware, Storage & Peripherals3.1%—
- Systems Software2.6%—
- Broadline Retail2.0%—
- Integrated Oil & Gas1.9%—
- Other holdings72.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 149K | $8.67M | -6.63K | 4.7% |
| $NVDA | NVIDIA Corporation | 38.2K | $6.67M | +2.46K | 3.6% |
| $AAPL | Apple Inc | 22.6K | $5.74M | +2.63K | 3.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 17.6K | $5.06M | +612 | 2.8% |
| $MSFT | Microsoft Corporation | 12.9K | $4.79M | +232 | 2.6% |
| $AMZN | Amazon.com Inc | 18K | $3.75M | +1.3K | 2.0% |
| $CVX | Chevron Corporation | 16.6K | $3.43M | +2.01K | 1.9% |
| $ABBV | AbbVie Inc | 15.4K | $3.34M | +176 | 1.8% |
…and 349 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.