Raleigh Capital Management Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing, dated October 28, 2026, lists a total of 117 distinct securities held by the firm.
The portfolio is heavily weighted toward large-cap technology, energy, and financial services companies. Apple Inc. is the largest individual holding, with 7,311,662 shares valued at $21,956,000. Amazon.com Inc. follows with 3,382,004 shares, and Broadcom Inc. holds 3,414,771 shares. Other significant positions include BlackRock Inc. with 649,789 shares, Eli Lilly & Co. with 1,909,996 shares, and Blackstone Inc. with 2,489 shares.
The filing also details a substantial number of exchange-traded fund (ETF) positions. The BlackRock ETF Trust holds several funds, including the iShares U.S. Equity ETF with 2,589,155 shares, the iShares Core S&P Total U.S. Stock Market ETF with 1,794,265 shares, and the iShares International Core ETF with 1,042,485 shares. Additionally, First Trust Exchange-Traded Fund (ETF) Series holds numerous funds, including the First Trust NASDAQ Technology Dividend Achievers ETF with 55,176 shares and the First Trust S&P Small Cap Rising Dividend Achievers ETF with 11,874 shares.
Other notable names in the portfolio include Chevron Corporation with 2,747,766 shares, American Tower Corporation with 2,276,709 shares, and CME Group Inc. with 2,465,348 shares. The filing indicates that Raleigh Capital Management Inc. holds these positions in a sole voting capacity.
