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BRIAN RALEIGH

@Raleigh Capital Management Inc.

Latest period2024 - Q4ReportedManaged Assets$259.471MTotal holdings1021
Assets growth rate0.05%Assets growth rate (2-Q avg)5.24%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Raleigh Capital Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1021 positions.

Assets under management

The assets under management (AUM) of Raleigh Capital Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 259.471M in assets, with a quarterly growth rate of 0.05% and a 2-quarter average growth rate of 5.24%. The portfolio is managed by BRIAN RALEIGH, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MARMarriott Intl Inc New
Recent Activity
Decreased -5.92%
0.19%
$486,627
1,745 shares@ $278.87 avg price
MCKMckesson Corp
Recent Activity
Decreased -5.37%
0.19%
$481,427
845 shares@ $569.74 avg price
PHMPulte Group Inc
Recent Activity
Decreased -5.53%
0.18%
$453,819
4,167 shares@ $108.91 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -13.53%
0.17%
$426,331
1,246 shares@ $342.16 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -37.44%
0.17%
$420,243
11,198 shares@ $37.53 avg price
FITBFifth Third Bancorp
Recent Activity
Decreased -3.35%
0.16%
$406,224
9,608 shares@ $42.28 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Decreased -3.11%
0.16%
$399,089
4,724 shares@ $84.49 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -3.06%
0.16%
$394,131
1,737 shares@ $226.91 avg price
NEENextera Energy Inc
Recent Activity
Decreased -3.23%
0.15%
$379,858
5,299 shares@ $71.69 avg price
MMM3m Co
Recent Activity
Decreased -3.78%
0.15%
$377,281
2,923 shares@ $129.08 avg price