Raleigh Capital Management Inc.
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$289.8M
Holdings
774
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FISR
SSGA ACTIVE TR
Q4 2025: Increased +27.6% (347.3k → 443.3k shares)
4.6%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Increased +0.9% (21.7k → 21.8k shares)
4.2%
03
$XLSR
SSGA ACTIVE TR
Q4 2025: Increased +1.8% (127.5k → 129.9k shares)
3.0%
04
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +6.4% (33.6k → 35.8k shares)
2.3%
05
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Increased +58.2% (90.3k → 142.9k shares)
2.2%
06
$SPEM
SPDR INDEX SHS FDS
Q4 2025: Increased +3.8% (112.5k → 116.7k shares)
2.2%
07
$AAPL
APPLE INC
Q4 2025: Increased +6.3% (18.8k → 20.0k shares)
2.0%
08
$IVV
ISHARES TR
Q4 2025: Increased +6.1% (5.7k → 6.0k shares)
1.8%
09
$GOOGL
ALPHABET INC
Q4 2025: Increased +7.3% (15.8k → 17.0k shares)
1.7%
10
$MSFT
MICROSOFT CORP
Q4 2025: Increased +10.8% (11.5k → 12.7k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:06 UTC.