Raelipskie Partnership Portfolio Stock Holdings

Raelipskie Partnership disclosed 119 stock positions valued at approximately $236.2 million in its latest SEC 13F filing. The largest holdings include ETF - SPY US S&P500 (USA), ETF - VEA DEV MKT (USA), and ETF-RSP INVESCO SP500 EQ WGT ETF (USA). The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.

Report Period
March 31, 2026
No. of Stocks
119
Portfolio Value
$236.2M
Holdings by Sector
Raelipskie Partnership Portfolio Holdings in Q1 2026

93 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ETF - SPY US S&P500 (USA)SPYOther10.79%39,199+82+0.21%$25,492,678
ETF - VEA DEV MKT (USA)VEAOther9.06%334,121+2,688+0.81%$21,410,474
ETF-RSP INVESCO SP500 EQ WGT ETF (USA)RSPOther8.54%105,086+4,751+4.74%$20,168,105
ETF - QQQ INVESCO TRUST (USA)QQQOther7.42%30,374-205-0.67%$17,531,265
ETF - VWO EMERGING MKTS (USA)VWOOther6.02%262,959-1,195-0.45%$14,212,934
ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)EMXCOther4.38%131,432-2,965-2.21%$10,338,441
ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)IVOOOther3.97%82,080+825+1.02%$9,383,386
ETF - IWM US RUSSELL2000 (USA)IWMOther3.88%36,943-1,163-3.05%$9,161,864
MICROSOFT CORP (USA)MSFTTechnology3.05%19,444+710+3.79%$7,197,585
APPLE INC (USA)AAPLTechnology2.95%27,485-1,165-4.07%$6,975,418
J.P. MORGAN CHASE AND CO (USA)JPMFinancial Services1.90%15,246-842-5.23%$4,484,763
ALPHABET INC CL-A (USA)GOOGLCommunication Services1.66%13,671-821-5.67%$3,931,233
CISCO SYSTEMS INC (USA)CSCOTechnology1.63%49,589-2,985-5.68%$3,847,611
PEPSI CO (USA)PEPConsumer Defensive1.35%20,554+1,711+9.08%$3,191,831
JOHNSON & JOHNSON (USA)JNJHealthcare1.32%12,753-529-3.98%$3,117,343
BERKSHIRE HATHAWAY-B-NEW (USA)BRK-BFinancial Services1.14%5,644+373+7.08%$2,704,605
HSBC HOLDINGS PLC-SP ADR (GBR)HSBCFinancial Services1.10%31,465-2,356-6.97%$2,595,548
BROADCOM LTD (USA)AVGOTechnology1.07%8,158-10-0.12%$2,524,983
HOME DEPOT INC (USA)HDConsumer Cyclical1.05%7,525+373+5.22%$2,474,897
PROCTER & GAMBLE CO (USA)PGConsumer Defensive1.04%16,952+2,222+15.08%$2,448,547
ETF - HDV US DIVIDEND75 (USA)HDVOther0.96%16,660+515+3.19%$2,261,095
TOYOTA MOTOR CO LTD ADR (JPN)TMConsumer Cyclical0.91%10,442-255-2.38%$2,151,992
META PLATFORMS (USA)METACommunication Services0.87%3,590+71+2.02%$2,053,947
NEXTERA ENERGY INC (USA)NEEUtilities0.86%21,797+300+1.40%$2,024,505
BANCO SANTAN CEN HISP-ADR (ESP)SANFinancial Services0.82%172,236-7,137-3.98%$1,942,822
ETF - SPSM SPDR S&P 600 SMALL CAP (USA)SPSMOther0.78%38,235+1,620+4.42%$1,847,515
NESTLE S.A. SP/ADR-FOR REG (CHE)NSRGYConsumer Defensive0.77%18,257+223+1.24%$1,809,269
BANK OF AMERICA (USA)BACFinancial Services0.71%34,319-758-2.16%$1,673,051
ASTRAZENECA PLC ADR (USA)AZNHealthcare0.61%7,412+7,412+100.00%$1,435,518
BHP BILLITON LTD S/ADR (AUS)BHPBasic Materials0.54%17,527--$1,274,914
GE AEROSPACE (USA)GEIndustrials0.53%4,403+128+2.99%$1,249,439
SONY CORPORATION ADR (JPN)SONYTechnology0.52%59,738+1,554+2.67%$1,236,577
PRUDENTIAL FINANCIAL INC (USA)PRUFinancial Services0.51%12,429+1,163+10.32%$1,214,189
MICRON TECHNOLOGY INC (USA)MUTechnology0.51%3,588+3,588+100.00%$1,212,170
LYONDELLBASELL INDUSTRIES (USA)LYBOther0.50%14,536+4,222+40.93%$1,171,020
AIRBUS SE UNSPONS ADR (FRA)EADSYIndustrials0.48%23,919-6,129-20.40%$1,130,173
ETF - IBB US BIOTECH (USA)IBBOther0.48%6,675-2,085-23.80%$1,127,074
PROLOGIS INC (USA)PLDReal Estate0.48%8,514+248+3.00%$1,125,381
BRITISH PETE ADR - PLC (GBR)BPEnergy0.46%22,979+772+3.48%$1,080,013
RIO TINTO PLC SP/ADR (GBR)RIOBasic Materials0.43%10,952-495-4.32%$1,021,712
UBER (USA)UBERTechnology0.43%14,163-133-0.93%$1,018,745
VEOLIA ENVIRONNEMENT-ADR (FRA)VEOEYIndustrials0.35%43,651-2,651-5.73%$833,298
ETF - DVYE EMERGING DIV (USA)DVYEOther0.30%20,740-800-3.71%$713,041
NOVO-NORDISK A/S-ADR (DNK)NVOHealthcare0.28%17,848+966+5.72%$655,914
ETF - SHORT TREASURY BOND ISHAR (USA)SHVOther0.20%4,200--$463,638
TRANE TECHNOLOGIES PLC (USA)TTOther0.19%1,095--$456,330
WELLS FARGO CO (USA)WFCFinancial Services0.17%5,070--$403,623
PFIZER INC (USA)PFEHealthcare0.13%11,117-1,347-10.81%$312,165
UNION PACIFIC CORP (USA)UNPIndustrials0.08%748-4,262-85.07%$181,480
INTEL CORP (USA)INTCTechnology0.07%3,940-425-9.74%$173,872
ETF - VSS WORLD SMALL (USA)VSSOther0.06%970-500-34.01%$141,416
ISHARES 0-3 MONTH TREASUR (USA)SGOVOther0.06%1,350--$135,891
ETF USXF - ISHRS ESG US-xFF (USA)USXFOther0.06%2,405--$132,756
VANGUARD INTERM GOVT BOND (USA)VGITOther0.05%1,850--$110,168
CHEVRON CORP (USA)CVXEnergy0.05%520--$107,588
ETF EMXF - ISHRS ESG EM-xFF (USA)EMXFOther0.04%2,159--$103,289
ETF DMXF - ISHRS ESG EAFE-xFF (USA)DMXFOther0.04%1,354--$102,159
DIAGEO PLC SP/ADR (GBR)DEOConsumer Defensive0.02%771--$57,401
RAYTHEON TECHNOLOGIES COR (USA)RTXIndustrials0.02%250--$48,225
VANGUARD TOTAL INTL STOCK ETF (USA)VXUSOther0.02%615+615+100.00%$47,423
CONSTELLATION ENERGY CORP (USA)CEGUtilities0.02%166--$46,356
AMERICA MOVIL S.A.B. DE C (USA)AMXCommunication Services0.02%1,800--$45,864
AT & T INC (USA)TCommunication Services0.01%1,211--$35,107
SALESFORCE INC (USA)CRMTechnology0.01%175-5,202-96.75%$32,667
MCEWEN INC (USA)MUXBasic Materials0.01%1,372+1,372+100.00%$28,016
KEYSIGHT TECHNOLOGIES INC (USA)KEYSTechnology0.01%93+93+100.00%$26,260
API GROUP CORP (USA)APGIndustrials0.01%630--$25,528
BOEING COMPANY (USA)BAIndustrials0.01%115-900-88.67%$22,888
TRUIST FINANCIAL CORP (USA)TFCFinancial Services0.01%447+447+100.00%$20,549
INTERM CORP BOND VANGUARDVCITOther0.01%215--$17,791
DANAHER CORP (USA)DHRHealthcare0.01%93-19-16.96%$17,633
NU HOLDINGS LTD CL A (USA)G6683N103Other0.01%1,000--$14,370
CARRIER GLOBAL CORPORATIO (USA)CARRIndustrials0.01%255--$14,359
SPIRE GLOBAL INC CL-A (USA)SPIRIndustrials0.00%875+875+100.00%$11,008
LIST FD ROUNDHILL MAG ETF (USA)MAGSOther0.00%150+150+100.00%$8,691
PALANTIR TECHNOLOGIES INC (USA)PLTRTechnology0.00%50--$7,314
RIVIAN AUTOMOTIVE INC CL (USA)RIVNConsumer Cyclical0.00%410--$6,171
L3HARRIS TECHNOLOGIES INC (USA)LHXIndustrials0.00%15--$5,177
AFLAC INC (USA)AFLFinancial Services0.00%30--$3,291
CHUBB LTD (USA)CBFinancial Services0.00%10--$3,259
REPLIGEN CP (USA)RGENHealthcare0.00%25--$2,946
CUMMINS INC (USA)CMIIndustrials0.00%5--$2,690
NIKE INC CL-B (USA)NKEConsumer Cyclical0.00%50-100-66.67%$2,641
ALIBABA GROUP HOLDING ADR (USA)BABAConsumer Cyclical0.00%20--$2,509
SERVICENOW INC (USA)NOWTechnology0.00%20+20+100.00%$2,091
DOVER CORP (USA)DOVIndustrials0.00%10--$2,085
MARVELL TECHNOLOGY INC (USA)MRVLTechnology0.00%16+16+100.00%$1,585
ELEVANCE HEALTH INC (USA)ELVHealthcare0.00%5--$1,464
ISHARES CORE MSCI EAFE (USA)IEFAOther0.00%15--$1,358
SOLVENTUM CORPORATION (USA)SOLVHealthcare0.00%10--$653
INVESCO MSCI SUSTAINABLE (USA)ERTHOther0.00%10--$474
AMERICAN EAGLE OUTFITTERS (USA)AEOConsumer Cyclical0.00%28--$468
KYNDRYL HLDGS INC (USA)KDTechnology0.00%30--$394