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CIK: 0002023896
Total reported value
$264.8M
$264.8M
121 檔
30.5%
The Q4 2024 SEC filing reveals that Raelipskie Partnership held a total portfolio value of $264.8M, covering 121 public equity positions.
During Q4 2024, Raelipskie Partnership's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, QQQ) accounted for 30.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.63% | +0.05% | +2.72% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.71% | -0.30% | -3.55% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.55% | +0.97% | -3.50% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.45% | -0.04% | +10.90% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.80% | -0.15% | +0.07% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.00% | -0.11% | +0.83% | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.34% | -0.10% | -2.45% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.83% | -0.17% | -7.80% | |
| 9 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.70% | +0.06% | +5.58% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.63% | +0.36% | +6.52% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.91% | -0.07% | -6.28% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.31% | — | +0.54% | |
| 13 | ✓ | Amazon Com Inc (usa) | Stock-Other | 1.47% | +0.02% | — | |
| 14 | ✓ | Novartis Adr (che) | Stock-Other | 1.37% | -0.15% | +4.80% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.17% | -2.59% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | +0.05% | -3.04% | |
| 17 | ✓ | Walmart Stores Inc (usa) | Stock-Other | 1.21% | -0.25% | -0.77% | |
| 18 | ✓ | Exxon Mobil CORP (usa) | Stock-Other | 1.19% | -0.54% | +0.23% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.10% | +0.30% | |
| 20 | ✓ | Pepsi Co (usa) | Stock-Other | 1.16% | — | +0.75% | |
| 21 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 1.09% | -0.20% | +0.90% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | +0.05% | -4.87% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.04% | +0.30% | |
| 24 | ✓ | Visa Inc Class-a (usa) | Stock-Other | 0.97% | +0.01% | -2.90% | |
| 25 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.97% | +0.03% | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.10% | -1.87% | |
| 27 | ✓ | Cisco Systems Inc (usa) | Stock-Other | 0.88% | — | +0.12% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.86% | -0.10% | -11.88% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.05% | -5.05% | |
| 30 | ✓ | Merck Co Inc-new (usa) | Stock-Other | 0.85% | -0.03% | -3.62% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.01% | — | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.03% | +0.00% | |
| 33 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.70% | -0.09% | +6.10% | |
| 34 | PRU | Prudential Financial Inc | Stock-Financials | 0.69% | — | +3.37% | |
| 35 | ✓ | Mcdonald's CORP (usa) | Stock-Other | 0.69% | -0.16% | -2.91% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.68% | +0.40% | NEW | |
| 37 | EADSY | Airbus Se - Unsp Adr | Stock-Other | 0.68% | -0.04% | — | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.67% | +0.08% | +23.78% | |
| 39 | ✓ | United Health Group Inc (usa) | Stock-Other | 0.61% | +0.18% | -1.13% | |
| 40 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.61% | -0.05% | +400.00% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.10% | +0.47% | |
| 42 | ✓ | American Tower CORP (usa) | Stock-Other | 0.48% | -0.09% | +7.07% | |
| 43 | GE | General Electric | Stock-Industrials | 0.47% | +0.09% | +0.35% | |
| 44 | ✓ | Lvmh Moet Hennessy Lo-adr (fra) | Stock-Other | 0.45% | — | +6.07% | |
| 45 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.45% | +0.01% | +10.07% | |
| 46 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.44% | -0.50% | EXIT | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | — | — | |
| 48 | UL | Unilever PLC | Stock-Consumer Staples | 0.42% | — | +5.79% | |
| 49 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.35% | — | -1.79% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.32% | +0.01% | +0.47% |
According to official SEC Form 13F filings, Raelipskie Partnership reported a total U.S. public equity portfolio value of $264.8M across 121 disclosed positions in Q4 2024.
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During Q4 2024, Raelipskie Partnership's top holdings by market value included SPY (11.6%)、VEA (7.7%)、QQQ (7.5%). The largest single position, SPY, represented 11.6% of total portfolio value.
In Q4 2024, Raelipskie Partnership made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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