13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002023896
Total reported value
$264.8M
$264.8M
119 檔
37.3%
According to the latest 13F quarterly dataset, Raelipskie Partnership managed an equity portfolio of $264.8M at the end of Q1 2026, spanning 119 distinct U.S. exchange-listed positions.
Raelipskie Partnership executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 10 holdings and trimming 37 positions.
| # | 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 | 10.79% | +0.05% | +0.21% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.06% | -0.30% | +0.81% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.54% | -0.04% | +4.74% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.42% | +0.97% | -0.67% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.02% | -0.15% | -0.45% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.38% | +0.36% | -2.21% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.97% | +0.06% | +1.02% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.88% | -0.11% | -3.05% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.17% | +3.79% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.95% | -0.07% | -4.07% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | — | -5.23% | |
| 12 | ✓ | Exxon Mobil CORP (usa) | Stock-Other | 1.85% | -0.54% | -1.00% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.17% | -5.67% | |
| 14 | ✓ | Novartis Adr (che) | Stock-Other | 1.65% | -0.15% | -16.46% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.63% | -0.32% | -5.68% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.24% | +9.08% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.10% | -3.98% | |
| 18 | ✓ | Amazon Com Inc (usa) | Stock-Other | 1.29% | +0.02% | +8.02% | |
| 19 | ✓ | Walmart Stores Inc (usa) | Stock-Other | 1.28% | -0.25% | -3.11% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +0.05% | +7.08% | |
| 21 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 1.10% | +0.03% | -6.97% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.10% | -0.12% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | +0.05% | +5.22% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.05% | +15.08% | |
| 25 | ✓ | Mcdonald's CORP (usa) | Stock-Other | 1.02% | -0.16% | +6.38% | |
| 26 | ✓ | Visa Inc Class-a (usa) | Stock-Other | 1.00% | +0.01% | -1.77% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.96% | -0.10% | +3.19% | |
| 28 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.91% | -0.20% | -2.38% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.04% | +2.02% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.86% | -0.10% | +1.40% | |
| 31 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.82% | +0.08% | -3.98% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.78% | +0.34% | +4.42% | |
| 33 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.77% | -0.09% | +1.24% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.03% | -2.16% | |
| 35 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.61% | -0.08% | — | |
| 36 | ✓ | American Tower CORP (usa) | Stock-Other | 0.59% | -0.09% | +14.36% | |
| 37 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.54% | +0.01% | — | |
| 38 | GE | General Electric | Stock-Industrials | 0.53% | +0.09% | +2.99% | |
| 39 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.52% | -0.05% | +2.67% | |
| 40 | PRU | Prudential Financial Inc | Stock-Financials | 0.51% | — | +10.32% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +1.06% | — | |
| 42 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.50% | -0.50% | EXIT | |
| 43 | EADSY | Airbus Se - Unsp Adr | Stock-Other | 0.48% | -0.04% | -20.40% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.48% | -0.10% | -23.80% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.48% | -0.01% | +3.00% | |
| 46 | ✓ | United Health Group Inc (usa) | Stock-Other | 0.47% | +0.18% | +22.63% | |
| 47 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.46% | -0.03% | +37.41% | |
| 48 | BP | Bp Plc-spons Adr | Stock-Energy | 0.46% | -0.14% | +3.48% | |
| 49 | ✓ | GE Vernova Inc (usa) | Stock-Other | 0.43% | +0.14% | — | |
| 50 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.43% | -0.04% | -4.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Exxon Mobil CORP (usa) | +0.5% | -1.00% | Trim |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.5% | +4.74% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | +0.81% | Add |
| 4 | LYB | LyondellBasell Industries N.V. | +0.3% | +40.93% | Add |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | -2.21% | Trim |
| 6 | PEP | Pepsico Inc | +0.2% | +9.08% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | -3.98% | Trim |
| 8 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.2% | +1.02% | Add |
| 9 | PG | Procter & Gamble Co/the | +0.2% | +15.08% | Add |
| 10 | BP | Bp Plc-spons Adr | +0.1% | +3.48% | Add |
| 11 | NEE | Nextera Energy Inc | +0.1% | +1.40% | Add |
| 12 | HDV | Ishares Core High Dividend E | +0.1% | +3.19% | Add |
| 13 | ✓ | Walmart Stores Inc (usa) | +0.1% | -3.11% | Trim |
| 14 | BHP | Bhp Group Ltd-spon Adr | +0.1% | — | Unchanged |
| 15 | ✓ | Mcdonald's CORP (usa) | +0.1% | +6.38% | Add |
| 16 | UL | Unilever Plc-sponsored Adr | +0.1% | +37.41% | Add |
| 17 | ✓ | American Tower CORP (usa) | +0.1% | +14.36% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.45% | Trim |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +4.42% | Add |
| 20 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -4.32% | Trim |
| 21 | PLD | Prologis Inc | 0% | +3.00% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.08% | Add |
| 23 | ✓ | Merck Co Inc-new (usa) | 0% | -7.55% | Trim |
| 24 | DVYE | Ishares Emerging Markets Div | 0% | -3.71% | Trim |
| 25 | CVX | Chevron CORP | 0% | — | Unchanged |
| 26 | NSRGY | Nestle Sa-spons Adr | 0% | +1.24% | Add |
| 27 | HD | Home Depot Inc | 0% | +5.22% | Add |
| 28 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 29 | VEOEY | Veolia Environnement-adr | 0% | -5.73% | Trim |
| 30 | TTE | TotalEnergies SE | 0% | — | Unchanged |
| 31 | ✓ | United Health Group Inc (usa) | 0% | +22.63% | Add |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | 0% | — | Unchanged |
| 33 | INTC | Intel CORP | — | -9.74% | Trim |
| 34 | CEG | Constellation Energy | — | — | Unchanged |
| 35 | AMX | America Movil Sab De Cv | — | — | Unchanged |
| 36 | DHR | Danaher CORP | — | -16.96% | Trim |
| 37 | NKE | Nike Inc -cl B | — | -66.67% | Trim |
| 38 | USXF | Ishares Esg Advance Msci USA | — | — | Unchanged |
| 39 | T | At&t Inc | — | — | Unchanged |
| 40 | ✓ | Abbott Labs (usa) | — | — | Unchanged |
| 41 | EMXF | Ishares Esg Adv Msci Em ETF | — | — | Unchanged |
| 42 | RTX | Rtx CORP | — | — | Unchanged |
| 43 | NU | Nu Holdings Ltd. | — | — | Unchanged |
| 44 | ✓ | 3m Company (usa) | — | — | Unchanged |
| 45 | RIVN | Rivian Automotive Inc-a | — | — | Unchanged |
| 46 | PFE | Pfizer Inc | — | -10.81% | Trim |
| 47 | SOLS | Solstice Adv Materials Inc | — | -8.33% | Trim |
| 48 | PLTR | Palantir Technologies Inc-a | — | — | Unchanged |
| 49 | APG | Api Group CORP | — | — | Unchanged |
| 50 | ✓ | Silver Nci-rbc Troy Oz | — | — | Unchanged |
According to official SEC Form 13F filings, Raelipskie Partnership reported a total U.S. public equity portfolio value of $264.8M across 119 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, RSP) accounted for 37.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZNN
市值: $1.4M
Top Position Liquidated / Trimmed
UL
前期市值: $528.8K
During Q1 2026, Raelipskie Partnership's top holdings by market value included SPY (10.8%)、VEA (9.1%)、RSP (8.5%). The largest single position, SPY, represented 10.8% of total portfolio value.
In Q1 2026, Raelipskie Partnership made 86 total portfolio adjustments, initiating 12 new buys, adding to 27 positions, trimming 37 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.