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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
GLPIGaming & Leisure Pptys Inc
Recent Activity
Decreased -5.52%
0.15%
$376,450
7,817 shares@ $48.16 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -17.91%
0.15%
$371,265
3,532 shares@ $105.12 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -8.44%
0.15%
$366,682
2,255 shares@ $162.61 avg price
CSXCsx Corp
Recent Activity
Decreased -5.23%
0.15%
$365,130
11,315 shares@ $32.27 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Decreased -4.67%
0.15%
$363,366
4,604 shares@ $78.93 avg price
LAMRLamar Advertising Co New
Recent Activity
Decreased -2.89%
0.14%
$343,394
2,821 shares@ $121.73 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -1.35%
0.14%
$343,002
4,439 shares@ $77.28 avg price
QSRRestaurant Brands Intl Inc
Recent Activity
Decreased -3.19%
0.14%
$340,098
5,218 shares@ $65.18 avg price
PECOPhillips Edison & Co Inc
Recent Activity
Decreased -7.57%
0.13%
$332,996
8,889 shares@ $37.47 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -18.34%
0.13%
$331,857
2,532 shares@ $131.07 avg price