RAELIPSKIE PARTNERSHIP
Filing Date
Global Rank
#5,061
/ 8,232
▲ 188
Top Industry
Banks - Diversified
15.7%
3Y Alpha vs SPY
-1.7%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.7%
SPY
+52.9%
Annualised alpha
-1.7%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
71 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.4%
+0.3 pts
Top 5
54.1%
−1.8 pts
Top 10
68.9%
−1.0 pts
HHI
921
Diversified−11
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.8% | $43,023,942 |
| Technology | 21.3% | $24,257,265 |
| Financial Services | 13.2% | $15,060,066 |
| Consumer Defensive | 6.0% | $6,781,231 |
| Communication Services | 5.3% | $6,066,148 |
| Consumer Cyclical | 4.1% | $4,638,694 |
| Healthcare | 3.6% | $4,108,115 |
| Basic Materials | 3.1% | $3,501,525 |
| Utilities | 1.8% | $2,070,860 |
| Industrials | 1.8% | $2,019,205 |
| Energy | 1.1% | $1,260,385 |
| Real Estate | 1.0% | $1,125,380 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UL | Unilever PLC | +5,178 | 19,018 | $1,083,455 | |
| LYB | LyondellBasell Industries N.V. | +4,222 | 14,536 | $1,171,020 | |
| PG | PROCTER & GAMBLE Co | +2,222 | 16,952 | $2,448,546 | |
| PEP | Pepsico Inc | +1,711 | 20,554 | $3,191,830 | |
| SONY | Sony Group Corp | +1,554 | 59,738 | $1,236,576 | |
| PRU | Prudential Financial Inc | +1,163 | 12,429 | $1,214,189 | |
| NVO | Novo Nordisk A S | +966 | 17,848 | $655,914 | |
| BP | Bp PLC | +772 | 22,979 | $1,080,013 | |
| MSFT | Microsoft Corp | +710 | 19,444 | $7,197,585 | |
| BRK-B | Berkshire Hathaway Inc | +373 | 5,644 | $2,704,604 | |
| HD | Home Depot, Inc. | +373 | 7,525 | $2,474,897 | |
| NEE | Nextera Energy Inc | +300 | 21,797 | $2,024,505 | |
| PLD | Prologis, Inc. | +248 | 8,514 | $1,125,380 | |
| GE | General Electric Co | +128 | 4,403 | $1,249,439 | |
| SPY | Spdr S&P 500 ETF Trust | +82 | 39,199 | $25,492,677 | |
| META | Meta Platforms, Inc. | +71 | 3,590 | $2,053,946 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SAN | Banco Santander, S.A. | −7,137 | 172,236 | $1,942,822 | |
| CRM | Salesforce, Inc. | −5,202 | 175 | $32,667 | |
| UNP | Union Pacific Corp | −4,262 | 748 | $181,479 | |
| CSCO | Cisco Systems, Inc. | −2,985 | 49,589 | $3,847,610 | |
| HSBC | Hsbc Holdings PLC | −2,356 | 31,465 | $2,595,547 | |
| PFE | Pfizer Inc | −1,347 | 11,117 | $312,165 | |
| AAPL | Apple Inc. | −1,165 | 27,485 | $6,975,418 | |
| BA | Boeing Co | −900 | 115 | $22,888 | |
| JPM | Jpmorgan Chase & Co | −842 | 15,246 | $4,484,763 | |
| GOOGL | Alphabet Inc. | −821 | 13,671 | $3,931,232 | |
| BAC | Bank Of America Corp /De/ | −758 | 34,319 | $1,673,051 | |
| JNJ | Johnson & Johnson | −529 | 12,753 | $3,117,343 | |
| RIO | Rio Tinto PLC | −495 | 10,952 | $1,021,712 | |
| INTC | Intel Corp | −425 | 3,940 | $173,872 | |
| TM | Toyota Motor Corp/ | −255 | 10,442 | $2,151,991 | |
| QQQ | Invesco Qqq Trust, Series 1 | −205 | 30,374 | $17,531,265 | |
| UBER | Uber Technologies, Inc | −133 | 14,163 | $1,018,744 | |
| NKE | NIKE, Inc. | −100 | 50 | $2,641 | |
| DHR | Danaher Corp /De/ | −19 | 93 | $17,632 | |
| AVGO | Broadcom Inc. | −10 | 8,158 | $2,524,982 | |
| SOLS | Solstice Advanced Materials Inc. | −7 | 77 | $5,864 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 3,588 | $1,212,169 | |
| MUX | McEwen Inc. | 1,372 | $28,016 | |
| KEYS | Keysight Technologies, Inc. | 93 | $26,260 | |
| TFC | Truist Financial Corp | 447 | $20,548 | |
| SPIR | Spire Global, Inc. | 875 | $11,007 | |
| NOW | ServiceNow, Inc. | 20 | $2,091 | |
| MRVL | Marvell Technology, Inc. | 16 | $1,584 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JMIA | Jumia Technologies AG | 2,450 | $30,600 | |
| TJX | Tjx Companies Inc /De/ | 80 | $12,288 | |
| ZTS | Zoetis Inc. | 70 | $8,807 | |
| CME | Cme Group Inc. | 25 | $6,827 | |
| CRSP | CRISPR Therapeutics AG | 100 | $5,244 | |
| TDOC | Teladoc Health, Inc. | 448 | $3,136 | |
| EDIT | Editas Medicine, Inc. | 200 | $410 | |
| No positions match the current search. | ||||
5 positions ·
$3,501,525 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BHP |
BHP Group Ltd
Basic Materials
|
Held | 17,527 | $1,274,913 | 36.41% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Added | 14,536 | $1,171,020 | 33.44% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Reduced | 10,952 | $1,021,712 | 29.18% | |
| MUX |
McEwen Inc.
Basic Materials
|
NEW | 1,372 | $28,016 | 0.80% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Reduced | 77 | $5,864 | 0.17% |