Raleigh Capital Management Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Raleigh Capital Management Inc. reported 697 stock positions worth $289.8 million. Its top holding was SS Fi Sector Rotation (FISR) at 4.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.2%) and SS US Sector Rotation (XLSR, 3.0%). Compared with Q4 2025, it opened 222 new positions, sold out of 33, added to 248 and reduced 159. The biggest buy was American Tower (AMT, shares +489%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −15%).

Most Recent 13F
Q2 2026
Location
CARY, NC
CIK
0001911726
Portfolio Value
$289.8M (Q1 2026)
SEC Filing
0001911726-26-000002 ↗ filed Apr 28, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $231.8M Q1 2024 Q2 2024: $234.9M Q2 2024 Q3 2024: $259.4M Q3 2024 Q4 2024: $259.5M Q4 2024 Q1 2025: $220.8M Q1 2025 Q2 2025: $238.5M Q2 2025 Q3 2025: $263.1M Q3 2025 Q4 2025: $275.5M Q4 2025 Q1 2026: $289.8M $289.8M Q1 2026 Q2 2026: $313.3M Q2 2026

Holdings 697 stocks · $289.8M
FISR SS Fi Sector Rotation 4.61% 519,004 $13.3M Add +17.1%
SPY SS SPDR S&P 500 ETF Trust-US 4.18% 18,624 $12.1M Reduce -14.7%
XLSR SS US Sector Rotation 2.99% 150,213 $8.7M Add +15.7%
NVDA Nvidia Corp. 2.30% 38,240 $6.7M Add +6.9%
SPDW Ste STR SPDR PT DW Eu ETF 2.17% 137,514 $6.3M Reduce -3.8%
SPEM State Street SP PTF Em ETF 2.16% 133,385 $6.3M Add +14.3%
AAPL Apple Inc. 1.98% 22,614 $5.7M Add +13.2%
IVV iShares Core S&P 500 ETF 1.81% 8,050 $5.3M Add +33.8%
GOOGL Alphabet Inc. Class A 1.75% 17,591 $5.1M Add +3.6%
MSFT Microsoft Corp. 1.65% 12,933 $4.8M Add +1.8%
CERY SS SPDR BBG En RY CM St N-Ui 1.33% 109,527 $3.9M Add +45.9%
TTE Totalenergies SE 1.32% 41,899 $3.8M Add +0.1%
AMZN Amazon.com Inc. 1.29% 17,983 $3.7M Add +7.8%
SPAB SS SPDR P Agg Bond ETF 1.20% 135,214 $3.5M Add +93.4%
CVX Chevron Corp. 1.18% 16,576 $3.4M Add +13.8%
ABBV Abbvie Inc. 1.15% 15,361 $3.3M Add +1.2%
GLD SPDR Gold Shares 1.15% 7,743 $3.3M Add +43.1%
VZ Verizon Communications Inc. 1.08% 62,417 $3.1M Add +33.7%
META Meta Platforms Inc. Class A 1.05% 5,319 $3.0M Add +4.2%
USB US Bancorp 1.02% 57,086 $3.0M Add +3.4%
ENB Enbridge Inc. 1.00% 53,462 $2.9M Add +1.4%
PNC PNC Financial Services Group 0.99% 13,753 $2.9M Add +3.1%
PFE Pfizer Inc. 0.98% 101,445 $2.8M Add +0.1%
SNY Sanofi-ADR 0.94% 56,770 $2.7M Add +33.4%
PM Philip Morris International 0.93% 16,359 $2.7M Add +0.1%
BTI British American Tob-SP ADR 0.91% 45,240 $2.6M Add +9.6%
AVGO Broadcom Inc. 0.90% 8,468 $2.6M Add +1.9%
PLD Prologis Inc. 0.90% 19,651 $2.6M Reduce -7.5%
FE Firstenergy Corp. 0.89% 51,029 $2.6M Add +33.2%
SPSM SS SPDR P S&P 600 Small Cap 0.89% 53,261 $2.6M Reduce -17.1%
XOM Exxon Mobil Corp. 0.84% 14,324 $2.4M Reduce -43.9%
PEP Pepsico Inc. 0.83% 15,555 $2.4M Add +0.9%
EMHC SS SPDR BB Em Usd Bond ETF 0.83% 96,626 $2.4M Add +9.2%
IVE iShares S&P 500 Value ETF 0.83% 11,342 $2.4M Reduce -9.6%
PAYX Paychex Inc. 0.82% 25,835 $2.4M Add +126.4%
CME Cme Group Inc. 0.82% 8,015 $2.4M Add +51.1%
AMT American Tower Corp. 0.82% 13,703 $2.4M Add +489.1%
TIPX SS SPDR BB 1-10YR Tips ETF 0.80% 121,399 $2.3M Add +4.5%
SRLN SS Blackstone Sr Loan ETF 0.78% 56,489 $2.3M Add +9.0%
IEMG iShares Core MSCI Emerging 0.78% 32,425 $2.3M Reduce -10.5%
SPLB SS SPDR P Long Term C ETF 0.75% 97,476 $2.2M Add +236.1%
IVW iShares S&P 500 Growth ETF 0.74% 18,958 $2.1M Add +4.5%
TFC Truist Financial Corp. 0.73% 46,232 $2.1M Add +2.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.71% 35,549 $2.1M Reduce -14.4%
JNK SS SPDR BB High Yield Bond 0.70% 21,320 $2.0M Add +129.8%
AMCR Amcor PLC 0.69% 50,371 $2.0M Add +36.4%
NGG National Grid PLC-SP ADR 0.69% 23,593 $2.0M Reduce -30.5%
WEC WEC Energy Group Inc. 0.65% 16,245 $1.9M Add +119.8%
TRP TC Energy Corp. 0.65% 30,026 $1.9M Add +2.7%
SHY iShares 1-3 Year Treasury Bo 0.64% 22,469 $1.9M Add +2246800.0%
MRK Merck & Co. Inc. 0.62% 14,878 $1.8M Add +29.8%
SPMD SS SPDR P S&P 400 Midcap ETF 0.61% 29,915 $1.8M Add +8.5%
DUK Duke Energy Corp. 0.60% 13,291 $1.7M Add +0.7%
EFV iShares MSCI Eafe Value ETF 0.57% 22,409 $1.7M Reduce -6.0%
JPM JPMorgan Chase & Co. 0.56% 5,483 $1.6M Reduce -13.7%
LLY Eli Lilly & Co. 0.55% 1,735 $1.6M Add +2.2%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.52% 57,633 $1.5M Reduce -52.1%
UL Unilever PLC-Sponsored ADR 0.52% 26,199 $1.5M Add +69.9%
GWX State Street SPDR S&P Intern 0.51% 35,118 $1.5M Add +3.7%
AMGN Amgen Inc. 0.49% 4,011 $1.4M Reduce -36.6%
XEL Xcel Energy Inc. 0.48% 17,564 $1.4M Reduce -30.5%
KO The Coca-Cola Co. 0.48% 18,240 $1.4M Add +0.7%
PPL PPL Corp. 0.48% 36,045 $1.4M Add +0.5%
PH Parker Hannifin Corp. 0.45% 1,463 $1.3M Reduce -1.5%
KIM Kimco Realty Corp. 0.45% 57,539 $1.3M New
TSLA Tesla Inc. 0.44% 3,447 $1.3M Add +4.8%
EBND State Street SPDR Bloomberg 0.43% 60,239 $1.2M Add +9.9%
CSCO Cisco Systems Inc. 0.42% 15,728 $1.2M Add +46.4%
WMT Walmart Inc. 0.41% 9,580 $1.2M Add +3.0%
MDT Medtronic PLC 0.40% 13,528 $1.2M Add +306.3%
MO Altria Group Inc. 0.40% 17,626 $1.2M Add +1.4%
MDLZ Mondelez International Inc. Class A 0.39% 19,800 $1.1M Add +494900.0%
CAT Caterpillar Inc. 0.39% 1,603 $1.1M Reduce -2.5%
SO The Southern Co. 0.39% 11,736 $1.1M Add +1.4%
V Visa Inc. Class A 0.39% 3,726 $1.1M Reduce -6.6%
EFG iShares MSCI Eafe Growth ETF 0.38% 9,921 $1.1M Add +1564.6%
KMB Kimberly-Clark Corp. 0.37% 11,211 $1.1M Reduce -13.6%
QUAL iShares MSCI USA Quality Fac 0.37% 5,521 $1.1M Reduce -2.1%
IBB iShares Biotechnology ETF 0.35% 6,047 $1.0M Add +0.1%
PG The Procter & Gamble Co. 0.35% 7,040 $1.0M Add +33.9%
WFC Wells Fargo & Co. 0.35% 12,713 $1.0M Reduce -1.3%
BAI Ishrs AI in and Tech Act ETF 0.35% 30,566 $1.0M Add +1.9%
O Realty Income Corp. 0.34% 16,320 $998K Reduce -44.2%
NOW ServiceNow Inc. 0.34% 9,362 $979K Add +47.9%
THRO iShares U.S. Thematic Rotati 0.34% 26,833 $972K Add +4.0%
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 0.33% 7,094 $960K Reduce -22.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.32% 7,927 $940K Reduce -14.7%
MTUM iShares MSCI USA Momentum Fa 0.32% 3,867 $928K Reduce -0.1%
JNJ Johnson & Johnson 0.32% 3,756 $918K Reduce -67.8%
LRCX Lam Research Corp. 0.31% 4,165 $890K Reduce -8.8%
HD Home Depot Inc. 0.29% 2,549 $838K Add +5.3%
MUB iShares National Muni Bond E 0.28% 7,775 $825K Add +290.5%
DAL Delta Air Lines Inc. 0.27% 11,830 $786K Add +90.0%
SCEP Strling CPTL HDG Ep Incm ETF 0.27% 33,178 $782K New
HBAN Huntington Bancshares Inc. 0.27% 49,366 $773K Add +2.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.26% 8,335 $764K Add +25157.6%
LHX L3HARRIS Technologies Inc. 0.26% 2,209 $762K Reduce -1.2%
VEA Vanguard Ftse Developed ETF 0.26% 11,858 $760K Reduce -12.2%
IHE iShares US Pharmaceuticals E 0.26% 8,659 $751K Add +865800.0%
COP Conocophillips 0.26% 5,671 $749K Reduce -1.1%

Show all 697 holdings

Lines left out (78) · $2K — a value with no share or principal amount
SecurityClassSharesValue
AMP Ameriprise Financial Inc. COM0$196
ITT Itt Inc. COM0$69
CHRD Chord Energy Corp. COM NEW0$67
EGP Eastgroup Properties Inc. COM0$63
MKSI MKS Inc. COM0$61
XLK SS Technology Select Sector ST STR TECHN ETF0$60
R Ryder System Inc. COM0$42
CHD Church & Dwight Co. Inc. COM0$39
MDYG SS SPDR S&P 400 MC GR ETF ST STR SP400GRW0$37
SPYG SS SPDR P S&P 500 Growth ETF ST STR P500GRW0$36
WSM Williams-Sonoma Inc. COM0$36
CSL Carlisle Cos Inc. COM0$35
FDIS Fidelity MSCI Cons Discr Ind MSCI CONSM DIS0$35
RWR SS SPDR Dow Jones REIT ETF ST STR DOW REIT0$32
UI Ubiquiti Inc. COM0$32
ACM Aecom COM0$31
EMN Eastman Chemical Co. COM0$31
RRX Regal Rexnord Corp. COM0$31
EHC Encompass Health Corp. COM0$29
MSI Motorola Solutions Inc. COM NEW0$29
PB Prosperity Bancshares Inc. COM0$28
JBL Jabil Inc. COM0$27
WSO Watsco Inc. COM0$25
ROK Rockwell Automation Inc. COM0$24
TRGP Targa Resources Corp. COM0$24
NUE Nucor Corp. COM0$23
IWO iShares Russell 2000 Growth RUS 2000 GRW ETF0$22
RS Reliance Inc. COM0$22
WTS Watts Water Technologies-A CL A0$22
TT Trane Technologies PLC SHS0$22
SPYV SS SPDR P S&P 500 Value ETF ST STR P500VAL0$18
FNDE Schwab Fndmntl Em MRK Eq ETF FUND EM EQUI ETF0$18
KNX Knight-Swift Transportation CL A0$17
STAG Stag Industrial Inc. COM0$17
NVT Nvent Electric PLC SHS0$17
J Jacobs Solutions Inc. COM0$16
MLI Mueller Industries Inc. COM0$15
G Genpact Ltd. SHS0$15
FBIN Fortune Brands Innovations I COM0$14
SCI Service Corp. International COM0$14
FIX Comfort Systems USA Inc. COM0$12
BWXT BWX Technologies Inc. COM0$11
BAH Booz Allen Hamilton Holdings CL A0$11
EVR Evercore Inc. Class A CLASS A0$11
ORI Old Republic Intl Corp. COM0$11
DD Dupont DE Nemours Inc. COM0$10
HPE Hewlett Packard Enterprise COM0$10
REXR Rexford Industrial Realty Inc. COM0$10
TOL Toll Brothers Inc. COM0$10
AVSC Avantis US Small Cap Equity AVAN US SMAL ETF0$9
CARR Carrier Global Corp. COM0$9
GGG Graco Inc. COM0$9
PRI Primerica Inc. COM0$9
SPTI SS SPDR P Int Term TSY ETF ST INTER ETF0$9
UFPI Ufp Industries Inc. COM0$9
IWR iShares Russell Mid-Cap ETF RUS MID CAP ETF0$8
SCHH Schwab US REIT ETF US REIT ETF0$8
VMI Valmont Industries COM0$8
AAP Advance Auto Parts Inc. COM0$7
WAL Western Alliance Bancorp COM0$7
AVY Avery Dennison Corp. COM0$6
RBA RB Global Inc. COM0$6
ZBH Zimmer Biomet Holdings Inc. COM0$6
CE Celanese Corp. COM0$5
M Macy's Inc. COM0$5
RNR Renaissancere Holdings Ltd. COM0$5
KNG FT Vest S&P 500 DVD Arst TRG FT VEST S&P 5000$4
GAP The Gap Inc. COM0$4
GPN Global Payments Inc. COM0$4
MMS Maximus Inc. COM0$4
ONB Old National Bancorp COM0$3
CNH CNH Industrial NV SHS0$3
FSCO FS Credit Opportunities Corp. COMMON STOCK0$2
LW Lamb Weston Holdings Inc. COM0$2
VLTO Veralto Corp. COM SHS0$2
WU Western Union Co. COM0$2
AMG Affiliated Managers Group COM0$1
ATKR Atkore Inc. COM0$1

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $289.8M.

Portfolio Sells Q4 2025 → Q1 2026
SPY SS SPDR S&P 500 ETF Trust-US Reduce -14.7% 4.18% −1.23
QQQ Invesco QQQ Trust Series 1 Reduce -95.7% 0.03% −0.70
OEF iShares S&P 100 ETF Reduce -99.8% 0.00% −0.65
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -52.1% 0.52% −0.63
JNJ Johnson & Johnson Reduce -67.8% 0.32% −0.56
GSK GSK PLC-Spon ADR Reduce -88.1% 0.07% −0.47
AEP American Electric Power Reduce -77.2% 0.12% −0.37
GILD Gilead Sciences Inc. Reduce -76.5% 0.10% −0.29
ADBE Adobe Inc. Reduce -75.5% 0.05% −0.28
XOM Exxon Mobil Corp. Reduce -43.9% 0.84% −0.28
DEO Diageo PLC-Sponsored ADR Reduce -99.8% 0.00% −0.27
XLY SS Consumer Disc Select Sect Reduce -100.0% 0.00% −0.27
AMGN Amgen Inc. Reduce -36.6% 0.49% −0.26
NGG National Grid PLC-SP ADR Reduce -30.5% 0.69% −0.26
O Realty Income Corp. Reduce -44.2% 0.34% −0.25
TXN Texas Instruments Inc. Reduce -98.1% 0.01% −0.24
IWM iShares Russell 2000 ETF Reduce -84.5% 0.04% −0.23
SPSM SS SPDR P S&P 600 Small Cap Reduce -17.1% 0.89% −0.20
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -14.4% 0.71% −0.20
ITA iShares U.S. Aerospace & Def Reduce -99.1% 0.00% −0.20
XEL Xcel Energy Inc. Reduce -30.5% 0.48% −0.20
JPM JPMorgan Chase & Co. Reduce -13.7% 0.56% −0.19
ITOT iShares Core S&P Total U.S. Reduce -95.5% 0.01% −0.17
STE Steris PLC Reduce -97.2% 0.00% −0.16
IVE iShares S&P 500 Value ETF Reduce -9.6% 0.83% −0.14
SPDW Ste STR SPDR PT DW Eu ETF Reduce -3.8% 2.17% −0.14
WDAY Workday Inc. Class A Reduce -97.5% 0.00% −0.12
V Visa Inc. Class A Reduce -6.6% 0.39% −0.12
MDB Mongodb Inc. Reduce -99.2% 0.00% −0.12
JAAA Janus Henderson Aaa Clo ETF Reduce -82.3% 0.02% −0.11
KR Kroger Co. Reduce -88.9% 0.02% −0.11
IEMG iShares Core MSCI Emerging Reduce -10.5% 0.78% −0.10
KMB Kimberly-Clark Corp. Reduce -13.6% 0.37% −0.10
BMO Bank of Montreal Reduce -22.6% 0.33% −0.10
PNR Pentair PLC Reduce -99.1% 0.00% −0.10
NSC Norfolk Southern Corp. Reduce -99.8% 0.00% −0.10
AWI Armstrong World Industries Reduce -99.2% 0.00% −0.09
GE General Electric Reduce -25.6% 0.17% −0.09
PLD Prologis Inc. Reduce -7.5% 0.90% −0.09
WFC Wells Fargo & Co. Reduce -1.3% 0.35% −0.09
KDP Keurig Dr Pepper Inc. Reduce -78.9% 0.02% −0.09
ACN Accenture PLC Class A Reduce -6.2% 0.15% −0.08
SMA Smartstop Self Storage REIT Reduce -71.2% 0.03% −0.08
IQV Iqvia Holdings Inc. Reduce -3.5% 0.17% −0.07
ANET Arista Networks Inc. Reduce -49.5% 0.06% −0.07
BNY Bank of New York Mellon Corp. Reduce -14.7% 0.32% −0.07
VUG Vanguard Mrngstar GR ETF-Sui Reduce -6.6% 0.26% −0.07
QCOM Qualcomm Inc. Reduce -2.5% 0.13% −0.06
RDDT Reddit Inc. Class A Reduce -99.2% 0.00% −0.05
SYK Stryker Corp. Reduce -75.5% 0.01% −0.05

Portfolio Buys Q4 2025 → Q1 2026
AMT American Tower Corp. Add +489.1% 0.82% +0.67
SHY iShares 1-3 Year Treasury Bo Add +2246800.0% 0.64% +0.64
CERY SS SPDR BBG En RY CM St N-Ui Add +45.9% 1.33% +0.55
SPAB SS SPDR P Agg Bond ETF Add +93.4% 1.20% +0.54
SPLB SS SPDR P Long Term C ETF Add +236.1% 0.75% +0.51
KIM Kimco Realty Corp. New 0.45% +0.45
FISR SS Fi Sector Rotation Add +17.1% 4.61% +0.44
MDLZ Mondelez International Inc. Class A Add +494900.0% 0.39% +0.39
VZ Verizon Communications Inc. Add +33.7% 1.08% +0.39
CVX Chevron Corp. Add +13.8% 1.18% +0.38
JNK SS SPDR BB High Yield Bond Add +129.8% 0.70% +0.38
GLD SPDR Gold Shares Add +43.1% 1.15% +0.37
WEC WEC Energy Group Inc. Add +119.8% 0.65% +0.37
PAYX Paychex Inc. Add +126.4% 0.82% +0.36
EFG iShares MSCI Eafe Growth ETF Add +1564.6% 0.38% +0.36
TTE Totalenergies SE Add +0.1% 1.32% +0.32
IVV iShares Core S&P 500 ETF Add +33.8% 1.81% +0.32
CME Cme Group Inc. Add +51.1% 0.82% +0.29
MDT Medtronic PLC Add +306.3% 0.40% +0.29
SCEP Strling CPTL HDG Ep Incm ETF New 0.27% +0.27
FE Firstenergy Corp. Add +33.2% 0.89% +0.27
BIL SS SPDR BB 1-3M T-Bill ETF Add +25157.6% 0.26% +0.26
IHE iShares US Pharmaceuticals E Add +865800.0% 0.26% +0.26
IDEF Ishars Def Ind TC Ac ETF-Ui New 0.25% +0.25
BLCR iShares LRG CP CR Act ETF-Ui New 0.24% +0.24
PFG Principal Financial Group New 0.24% +0.24
MUB iShares National Muni Bond E Add +290.5% 0.28% +0.21
SCMC Sterling Cap Ms Income ETF New 0.20% +0.20
SNY Sanofi-ADR Add +33.4% 0.94% +0.20
MRK Merck & Co. Inc. Add +29.8% 0.62% +0.18
SPEM State Street SP PTF Em ETF Add +14.3% 2.16% +0.18
SGOV iShares 0-3 Month Treasury B Add +0.0% 0.16% +0.16
UL Unilever PLC-Sponsored ADR Add +69.9% 0.52% +0.15
AMCR Amcor PLC Add +36.4% 0.69% +0.13
ULTA Ulta Beauty Inc. New 0.13% +0.13
RBC RBC Bearings Inc. New 0.13% +0.13
ORCL Oracle Corp. Add +297.0% 0.19% +0.12
CSCO Cisco Systems Inc. Add +46.4% 0.42% +0.12
DAL Delta Air Lines Inc. Add +90.0% 0.27% +0.11
AMAT Applied Materials Inc. Add +324.1% 0.12% +0.09
SJM The JM Smucker Co. New 0.09% +0.09
ENB Enbridge Inc. Add +1.4% 1.00% +0.08
GOVT iShares US Treasury Bond ETF Add +723.7% 0.09% +0.08
BALL Ball Corp. New 0.08% +0.08
PG The Procter & Gamble Co. Add +33.9% 0.35% +0.08
SHOP Shopify Inc. Class A Add +9863.2% 0.08% +0.08
LMUB iShares LT National Muni BD New 0.07% +0.07
TMSL T.rowe PRC Small-Mid Cap ETF Add +208.2% 0.11% +0.07
DDOG Datadog Inc. Class A Add +232.5% 0.11% +0.07
PFE Pfizer Inc. Add +0.1% 0.98% +0.07

Notes & Other Activity Q4 2025 → Q1 2026
AMP Ameriprise Financial Inc. COM Reduce -100.0% 0 $196
SPYG SS SPDR P S&P 500 Growth ETF ST STR P500GRW New 0 $36
JBL Jabil Inc. COM Reduce -100.0% 0 $27
NUE Nucor Corp. COM Reduce -100.0% 0 $23
SPYV SS SPDR P S&P 500 Value ETF ST STR P500VAL New 0 $18
STAG Stag Industrial Inc. COM Reduce -100.0% 0 $17
FBIN Fortune Brands Innovations I COM Reduce -100.0% 0 $14
CARR Carrier Global Corp. COM Reduce -100.0% 0 $9
AVSC Avantis US Small Cap Equity AVAN US SMAL ETF New 0 $9
IWR iShares Russell Mid-Cap ETF RUS MID CAP ETF Reduce -100.0% 0 $8

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 526$313.3MSPY, FISR, IVV, XLSR, SPEM
Q1 2026 697$289.8MFISR, SPY, XLSR, NVDA, SPDW
Q4 2025 503$275.5MSPY, FISR, XLSR, NVDA, SPDW
Q3 2025 470$263.1MSPY, FISR, XLSR, NVDA, MSFT
Q2 2025 610$238.5MFISR, SPY, XLSR, SPAB, MSFT
Q1 2025 548$220.8MFISR, XLSR, SPDW, SPEM, SPY
Q4 2024 1,017$259.5MFISR, SPY, AAPL, XLSR, MSFT
Q3 2024 993$259.4MSPY, FISR, IVV, AAPL, XLSR
Q2 2024 982$234.9MIVV, FISR, SPY, AAPL, SPDW
Q1 2024 959$231.8MSPY, IVV, FISR, XLSR, MSFT