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Portfolio (Quarterly) Guide ↗

RAELIPSKIE PARTNERSHIP

· CIK 0002023896
13F Portfolio $239M AUM 117 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New
Page 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEP PEPSI CO (USA) Consumer Defensive 18,843.0 $2.7M 1.13% NEW $143.52 +3.3%
22 HSBC HSBC HOLDINGS PLC-SP ADR (GBR) Financial Services 33,821.0 $2.7M 1.12% NEW $78.67 +17.7%
23 BERKSHIRE HATHAWAY-B-NEW (USA) 5,271.0 $2.6M 1.11% NEW $502.65
24 HD HOME DEPOT INC (USA) Consumer Cyclical 7,152.0 $2.5M 1.03% NEW $344.10 -7.7%
25 META META PLATFORMS (USA) Communication Services 3,519.0 $2.3M 0.97% NEW $660.09 -4.3%
26 TM TOYOTA MOTOR CO LTD ADR (JPN) Consumer Cyclical 10,697.0 $2.3M 0.96% NEW $214.06 -10.7%
27 MCDONALD'S CORP (USA) 7,268.0 $2.2M 0.93% NEW $305.63
28 PG PROCTER & GAMBLE CO (USA) Consumer Defensive 14,730.0 $2.1M 0.89% NEW $143.31 +2.0%
29 SAN BANCO SANTAN CEN HISP-ADR (ESP) Financial Services 179,373.0 $2.1M 0.88% NEW $11.73 +5.4%
30 HDV ETF - HDV US DIVIDEND75 (USA) 16,145.0 $2.0M 0.82% NEW $121.61 -77.3%
31 BAC BANK OF AMERICA (USA) Financial Services 35,077.0 $1.9M 0.81% NEW $55.00 -6.5%
32 NESTLE S.A. SP/ADR-FOR REG (CHE) 18,034.0 $1.8M 0.75% NEW $98.78
33 AIRBUS SE UNSPONS ADR (FRA) 30,048.0 $1.7M 0.73% NEW $57.92
34 NEE NEXTERA ENERGY INC (USA) Utilities 21,497.0 $1.7M 0.72% NEW $80.28 +9.5%
35 SPSM ETF - SPSM SPDR S&P 600 SMALL CAP (USA) 36,615.0 $1.7M 0.72% NEW $46.86 +15.1%
36 SONY SONY CORPORATION ADR (JPN) Technology 58,184.0 $1.5M 0.62% NEW $25.60 -15.0%
37 IBB ETF - IBB US BIOTECH (USA) 8,760.0 $1.5M 0.62% NEW $168.77 +0.4%
38 CRM SALESFORCE INC (USA) Technology 5,377.0 $1.4M 0.60% NEW $264.91 -33.2%
39 GE GE AEROSPACE Industrials 4,275.0 $1.3M 0.55% NEW $308.03 +2.6%
40 PRU PRUDENTIAL FINANCIAL INC Financial Services 11,266.0 $1.3M 0.53% NEW $112.88 -10.1%
Page 2 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.3%
Technology 23.8%
Communication Services 5.9%
Consumer Defensive 4.6%
Consumer Cyclical 4.1%
Healthcare 3.4%
Industrials 2.7%
Basic Materials 2.1%
Utilities 1.5%
Real Estate 0.9%