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CIK: 0002023896
Total reported value
$264.8M
$264.8M
117 檔
34.5%
As reported in its official Q2 2025 Form 13F filing, Raelipskie Partnership's tracked investment portfolio stood at $264.8M with 117 total positions.
During Q2 2025, Raelipskie Partnership's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 11.24% | +0.05% | -0.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.54% | -0.30% | +0.10% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.13% | -0.04% | +10.19% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.82% | +0.97% | +4.38% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.05% | -0.15% | +1.61% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.87% | -0.11% | +9.09% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | -0.17% | +1.83% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.90% | +0.36% | +1.36% | |
| 9 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.73% | +0.06% | +9.69% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.07% | +5.76% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | — | -10.35% | |
| 12 | ✓ | Novartis Adr (che) | Stock-Other | 1.69% | -0.15% | +1.49% | |
| 13 | ✓ | Exxon Mobil CORP (usa) | Stock-Other | 1.36% | -0.54% | +15.85% | |
| 14 | ✓ | Amazon Com Inc (usa) | Stock-Other | 1.35% | +0.02% | +5.48% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.17% | +10.36% | |
| 16 | ✓ | Visa Inc Class-a (usa) | Stock-Other | 1.20% | +0.01% | +11.73% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | +0.05% | +2.10% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.04% | +6.07% | |
| 19 | ✓ | Pepsi Co (usa) | Stock-Other | 1.14% | — | +11.12% | |
| 20 | ✓ | Walmart Stores Inc (usa) | Stock-Other | 1.14% | -0.25% | -1.36% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | +0.05% | +4.15% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.10% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.05% | +35.05% | |
| 24 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 1.02% | +0.03% | — | |
| 25 | ✓ | Mcdonald's CORP (usa) | Stock-Other | 0.96% | -0.16% | +42.90% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.10% | +0.74% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | -0.32% | — | |
| 28 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.90% | -0.20% | +1.78% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-Other | 0.83% | -0.10% | +4.15% | |
| 30 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.83% | -0.09% | -1.51% | |
| 31 | EADSY | Airbus Se - Unsp Adr | Stock-Other | 0.83% | -0.04% | — | |
| 32 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.82% | +0.08% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | +0.03% | +4.26% | |
| 34 | ✓ | American Tower CORP (usa) | Stock-Other | 0.70% | -0.09% | +2.21% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.70% | -0.10% | -7.49% | |
| 36 | ✓ | Merck Co Inc-new (usa) | Stock-Other | 0.67% | -0.03% | +1.65% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | -0.10% | +16.20% | |
| 38 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.65% | -0.05% | — | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.61% | -0.01% | +11.36% | |
| 40 | GE | General Electric | Stock-Industrials | 0.61% | +0.09% | — | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.59% | +0.40% | NEW | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 0.59% | — | +4.38% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | +0.01% | +8.73% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.58% | +0.08% | -1.61% | |
| 45 | ✓ | Stock-Other | 0.51% | -0.01% | — | ||
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | — | +12.70% | |
| 47 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.41% | +0.01% | — | |
| 48 | UL | Unilever PLC | Stock-Consumer Staples | 0.41% | — | — | |
| 49 | ✓ | United Health Group Inc (usa) | Stock-Other | 0.40% | +0.18% | +16.70% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.40% | -0.01% | +34.06% |
According to official SEC Form 13F filings, Raelipskie Partnership reported a total U.S. public equity portfolio value of $264.8M across 117 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, RSP) accounted for 34.5% of total reported equity market value during Q2 2025.
During Q2 2025, Raelipskie Partnership's top holdings by market value included SPY (11.2%)、VEA (8.5%)、RSP (8.1%). The largest single position, SPY, represented 11.2% of total portfolio value.
In Q2 2025, 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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