Raelipskie Partnership Portfolio Stock Holdings

Raelipskie Partnership disclosed 124 stock positions valued at approximately $264.8 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 June 30, 2026 and was filed on August 4, 2026.

Report Period
June 30, 2026
No. of Stocks
124
Portfolio Value
$264.8M
Holdings by Sector
Raelipskie Partnership Portfolio Holdings in Q2 2026

96 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ETF - SPY US S&P500 (USA)SPYOther10.84%38,435-764-1.95%$28,702,105
ETF - VEA DEV MKT (USA)VEAOther8.76%325,631-8,490-2.54%$23,201,209
ETF-RSP INVESCO SP500 EQ WGT ETF (USA)RSPOther8.50%105,761+675+0.64%$22,502,768
ETF - QQQ INVESCO TRUST (USA)QQQOther8.39%30,173-201-0.66%$22,219,397
ETF - VWO EMERGING MKTS (USA)VWOOther5.87%260,394-2,565-0.98%$15,542,918
ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)EMXCOther4.74%122,777-8,655-6.59%$12,560,087
ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)IVOOOther4.03%81,865-215-0.26%$10,675,196
ETF - IWM US RUSSELL2000 (USA)IWMOther3.77%33,193-3,750-10.15%$9,972,837
APPLE INC (USA)AAPLTechnology2.88%26,398-1,087-3.95%$7,638,525
MICROSOFT CORP (USA)MSFTTechnology2.88%20,422+978+5.03%$7,617,814
J.P. MORGAN CHASE AND CO (USA)JPMFinancial Services1.90%15,362+116+0.76%$5,028,443
ALPHABET INC CL-A (USA)GOOGLCommunication Services1.83%13,579-92-0.67%$4,852,727
MICRON TECHNOLOGY INC (USA)MUTechnology1.57%3,603+15+0.42%$4,158,907
CISCO SYSTEMS INC (USA)CSCOTechnology1.31%29,562-20,027-40.39%$3,472,353
JOHNSON & JOHNSON (USA)JNJHealthcare1.22%12,722-31-0.24%$3,231,006
BERKSHIRE HATHAWAY-B-NEW (USA)BRK-BFinancial Services1.19%6,293+649+11.50%$3,148,954
BROADCOM LTD (USA)AVGOTechnology1.17%8,176+18+0.22%$3,088,484
HSBC HOLDINGS PLC-SP ADR (GBR)HSBCFinancial Services1.13%31,465--$2,992,007
ETF - SPSM SPDR S&P 600 SMALL CAP (USA)SPSMOther1.12%51,625+13,390+35.02%$2,977,214
PEPSI CO (USA)PEPConsumer Defensive1.11%21,642+1,088+5.29%$2,930,327
HOME DEPOT INC (USA)HDConsumer Cyclical1.10%8,272+747+9.93%$2,917,369
PROCTER & GAMBLE CO (USA)PGConsumer Defensive0.99%17,813+861+5.08%$2,612,098
BANCO SANTAN CEN HISP-ADR (ESP)SANFinancial Services0.90%172,236--$2,376,857
ETF - HDV US DIVIDEND75 (USA)HDVOther0.86%83,065+66,405+398.59%$2,276,812
META PLATFORMS (USA)METACommunication Services0.83%3,915+325+9.05%$2,205,280
NEXTERA ENERGY INC (USA)NEEUtilities0.76%22,997+1,200+5.51%$2,018,447
BANK OF AMERICA (USA)BACFinancial Services0.74%34,219-100-0.29%$1,949,799
TOYOTA MOTOR CO LTD ADR (JPN)TMConsumer Cyclical0.71%11,142+700+6.70%$1,876,536
NESTLE S.A. SP/ADR-FOR REG (CHE)NSRGYConsumer Defensive0.68%17,557-700-3.83%$1,802,928
GE AEROSPACE (USA)GEIndustrials0.62%4,420+17+0.39%$1,651,887
BHP BILLITON LTD S/ADR (AUS)BHPBasic Materials0.55%17,527--$1,460,174
ASTRAZENECA PLC ADR (USA)AZNHealthcare0.53%7,412--$1,395,505
PRUDENTIAL FINANCIAL INC (USA)PRUFinancial Services0.51%12,529+100+0.80%$1,352,255
PROLOGIS INC (USA)PLDReal Estate0.47%9,214+700+8.22%$1,248,221
SONY CORPORATION ADR (JPN)SONYTechnology0.47%61,738+2,000+3.35%$1,238,464
UBER (USA)UBERTechnology0.44%16,163+2,000+14.12%$1,166,322
AIRBUS SE UNSPONS ADR (FRA)EADSYIndustrials0.44%20,919-3,000-12.54%$1,163,096
ACCENTURE (IRL)ACNTechnology0.40%8,476+8,476+100.00%$1,054,753
RIO TINTO PLC SP/ADR (GBR)RIOBasic Materials0.39%10,952--$1,039,673
ETF - IBB US BIOTECH (USA)IBBOther0.38%5,280-1,395-20.90%$1,004,203
NOVO-NORDISK A/S-ADR (DNK)NVOHealthcare0.37%20,166+2,318+12.99%$966,758
VEOLIA ENVIRONNEMENT-ADR (FRA)VEOEYIndustrials0.34%43,151-500-1.15%$898,620
PFIZER INC (USA)PFEHealthcare0.33%36,369+25,252+227.15%$875,766
BRITISH PETE ADR - PLC (GBR)BPEnergy0.32%22,979--$849,074
ETF - DVYE EMERGING DIV (USA)DVYEOther0.25%20,740--$668,450
TRANE TECHNOLOGIES PLC (USA)TTOther0.20%1,095--$537,820
ETF - SHORT TREASURY BOND ISHAR (USA)SHVOther0.18%4,200--$463,470
WELLS FARGO CO (USA)WFCFinancial Services0.16%5,070--$418,985
INTEL CORP (USA)INTCTechnology0.10%1,805-2,135-54.19%$252,032
UNION PACIFIC CORP (USA)UNPIndustrials0.08%751+3+0.40%$204,272
ETF USXF - ISHRS ESG US-xFF (USA)USXFOther0.06%2,405--$167,027
ETF - VSS WORLD SMALL (USA)VSSOther0.05%820-150-15.46%$126,518
ETF EMXF - ISHRS ESG EM-xFF (USA)EMXFOther0.05%2,159--$125,103
ETF DMXF - ISHRS ESG EAFE-xFF (USA)DMXFOther0.04%1,354--$114,548
VANGUARD INTERM GOVT BOND (USA)VGITOther0.04%1,850--$109,113
CHEVRON CORP (USA)CVXEnergy0.03%525+5+0.96%$87,024
VANGUARD TOTAL INTL STOCK ETF (USA)VXUSOther0.02%615--$52,576
DIAGEO PLC SP/ADR (GBR)DEOConsumer Defensive0.02%611-160-20.75%$49,112
RAYTHEON TECHNOLOGIES COR (USA)RTXIndustrials0.02%250--$47,433
AMERICA MOVIL S.A.B. DE C (USA)AMXCommunication Services0.02%1,800--$46,782
CONSTELLATION ENERGY CORP (USA)CEGUtilities0.02%166--$41,229
KEYSIGHT TECHNOLOGIES INC (USA)KEYSTechnology0.01%93--$32,557
API GROUP CORP (USA)APGIndustrials0.01%630--$26,681
AT & T INC (USA)TCommunication Services0.01%1,211--$25,068
BOEING COMPANY (USA)BAIndustrials0.01%115--$24,894
SERVICENOW INC (USA)NOWTechnology0.01%230+210+1050.00%$22,834
CARRIER GLOBAL CORPORATIO (USA)CARRIndustrials0.01%255--$18,704
INTERM CORP BOND VANGUARDVCITOther0.01%215--$17,770
DANAHER CORP (USA)DHRHealthcare0.01%93--$17,715
SPIRE GLOBAL INC CL-A (USA)SPIRIndustrials0.01%875--$16,275
NU HOLDINGS LTD CL A (USA)G6683N103Other0.01%1,000--$13,360
SALESFORCE INC (USA)CRMTechnology0.00%75-100-57.14%$11,750
LIST FD ROUNDHILL MAG ETF (USA)MAGSOther0.00%170+20+13.33%$10,931
TRUIST FINANCIAL CORP (USA)TFCFinancial Services0.00%200-247-55.26%$9,964
LAM RESEARCH CORPLRCXOther0.00%17+17+100.00%$7,367
RIVIAN AUTOMOTIVE INC CL (USA)RIVNConsumer Cyclical0.00%410--$7,114
PALANTIR TECHNOLOGIES INC (USA)PLTRTechnology0.00%50--$5,834
MARVELL TECHNOLOGY INC (USA)MRVLTechnology0.00%16--$4,766
HCA HOLDINGS INC (USA)HCAHealthcare0.00%10+10+100.00%$3,899
INTUIT INCINTUTechnology0.00%14+14+100.00%$3,654
CUMMINS INC (USA)CMIIndustrials0.00%5--$3,566
AFLAC INC (USA)AFLFinancial Services0.00%30--$3,518
CHUBB LTD (USA)CBFinancial Services0.00%10--$3,407
DOVER CORP (USA)DOVIndustrials0.00%10--$2,243
NIKE INC CL-B (USA)NKEConsumer Cyclical0.00%50--$2,053
ELEVANCE HEALTH INC (USA)ELVHealthcare0.00%5--$1,934
ALIBABA GROUP HOLDING ADR (USA)BABAConsumer Cyclical0.00%20--$1,920
THERMO FISHER SCIENTIFIC (USA)TMOHealthcare0.00%3+3+100.00%$1,504
ISHARES CORE MSCI EAFE (USA)IEFAOther0.00%15--$1,449
VERTIV HOLDINGS LLC.VRTIndustrials0.00%3+3+100.00%$1,004
ARISTA NETWORKS INCANETOther0.00%5+5+100.00%$849
SCHWAB US DIVIDEND EQUITYSCHDOther0.00%25+25+100.00%$793
SOLVENTUM CORPORATION (USA)SOLVHealthcare0.00%10--$772
AMERICAN EAGLE OUTFITTERS (USA)AEOConsumer Cyclical0.00%28--$482
INVESCO MSCI SUSTAINABLE (USA)ERTHOther0.00%10--$473
KYNDRYL HLDGS INC (USA)KDTechnology0.00%5-25-83.33%$57