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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
IEMGIshares Inc
Recent Activity
Increased 4.24%
0.14%
$357,582
6,848 shares@ $52.22 avg price
NSCNorfolk Southn Corp
Recent Activity
Increased 18.39%
0.14%
$340,120
1,449 shares@ $234.73 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 33.95%
0.13%
$335,159
1,594 shares@ $210.27 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 123.44%
0.13%
$333,075
4,404 shares@ $75.64 avg price
MAMastercard Incorporated
Recent Activity
Increased 9.06%
0.13%
$323,207
614 shares@ $526.4 avg price
BBDCBarings Bdc Inc
Recent Activity
Increased 0.14%
0.13%
$321,373
33,581 shares@ $9.58 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 2.19%
0.13%
$315,404
1,077 shares@ $292.86 avg price
RGAReinsurance Grp Of America I
Recent Activity
Increased 17.87%
0.12%
$298,837
1,399 shares@ $213.61 avg price
VFLOVictory Portfolios Ii
Recent Activity
Increased 52.88%
0.11%
$273,823
8,032 shares@ $34.1 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Increased 111.4%
0.1%
$251,295
3,080 shares@ $81.59 avg price