Evid Invest
Holders — by stockHoldings — by fund

RAELIPSKIE PARTNERSHIP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2023896

$264.8M

disclosed book value

124

positions

10.8%

largest position share

Positions, as of 2026-06-30

top 100 of 124 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYETF - SPY US S&P500 (USA)38,435$28.7M10.8%
2VEAETF - VEA DEV MKT (USA)325,631$23.2M8.8%
3RSPETF-RSP INVESCO SP500 EQ WGT ETF (USA)105,761$22.5M8.5%
4QQQETF - QQQ INVESCO TRUST (USA)30,173$22.2M8.4%
5VWOETF - VWO EMERGING MKTS (USA)260,394$15.5M5.9%
6EMXCETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)122,777$12.6M4.7%
7IVOOETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)81,865$10.7M4%
8IWMETF - IWM US RUSSELL2000 (USA)33,193$10.0M3.8%
9AAPLAPPLE INC (USA)26,398$7.6M2.9%
10MSFTMICROSOFT CORP (USA)20,422$7.6M2.9%
11JPMJ.P. MORGAN CHASE AND CO (USA)15,362$5.0M1.9%
12GOOGLALPHABET INC CL-A (USA)13,579$4.9M1.8%
13MUMICRON TECHNOLOGY INC (USA)3,603$4.2M1.6%
14NOVARTIS ADR (CHE)25,366$4.0M1.5%
15AMAZON COM INC (USA)14,600$3.5M1.3%
16CSCOCISCO SYSTEMS INC (USA)29,562$3.5M1.3%
17EXXON MOBIL CORP (USA)25,319$3.5M1.3%
18JNJJOHNSON & JOHNSON (USA)12,722$3.2M1.2%
19BRK/BBERKSHIRE HATHAWAY-B-NEW (USA)6,293$3.1M1.2%
20AVGOBROADCOM LTD (USA)8,176$3.1M1.2%
21HSBCHSBC HOLDINGS PLC-SP ADR (GBR)31,465$3.0M1.1%
22SPSMETF - SPSM SPDR S&P 600 SMALL CAP (USA)51,625$3.0M1.1%
23PEPPEPSI CO (USA)21,642$2.9M1.1%
24HDHOME DEPOT INC (USA)8,272$2.9M1.1%
25WALMART STORES INC (USA)24,162$2.7M1%
26VISA INC CLASS-A (USA)7,765$2.7M1%
27PGPROCTER & GAMBLE CO (USA)17,813$2.6M1%
28SANBANCO SANTAN CEN HISP-ADR (ESP)172,236$2.4M0.9%
29HDVETF - HDV US DIVIDEND75 (USA)83,065$2.3M0.9%
30MCDONALD'S CORP (USA)8,405$2.3M0.9%
31METAMETA PLATFORMS (USA)3,915$2.2M0.8%
32NEENEXTERA ENERGY INC (USA)22,997$2.0M0.8%
33BACBANK OF AMERICA (USA)34,219$1.9M0.7%
34TMTOYOTA MOTOR CO LTD ADR (JPN)11,142$1.9M0.7%
35NSRGYNESTLE S.A. SP/ADR-FOR REG (CHE)17,557$1.8M0.7%
36UNITED HEALTH GROUP INC (USA)4,148$1.7M0.7%
37GEGE AEROSPACE (USA)4,420$1.7M0.6%
38GE VERNOVA INC (USA)1,275$1.5M0.6%
39BHPBHP BILLITON LTD S/ADR (AUS)17,527$1.5M0.6%
40AZNNASTRAZENECA PLC ADR (USA)7,412$1.4M0.5%
41PRUPRUDENTIAL FINANCIAL INC (USA)12,529$1.4M0.5%
42AMERICAN TOWER CORP (USA)8,137$1.3M0.5%
43PLDPROLOGIS INC (USA)9,214$1.2M0.5%
44SONYSONY CORPORATION ADR (JPN)61,738$1.2M0.5%
45UBERUBER (USA)16,163$1.2M0.4%
46AIRBUS SE UNSPONS ADR (FRA)20,919$1.2M0.4%
47ULUNILEVER PLC ADR (USA)19,018$1.1M0.4%
48ACCENTURE (IRL)8,476$1.1M0.4%
49RIORIO TINTO PLC SP/ADR (GBR)10,952$1.0M0.4%
50MERCK CO INC-NEW (USA)7,869$1.0M0.4%
51IBBETF - IBB US BIOTECH (USA)5,280$1.0M0.4%
52NVONOVO-NORDISK A/S-ADR (DNK)20,166$966,7580.4%
53VEOLIA ENVIRONNEMENT-ADR (FRA)43,151$898,6200.3%
54PFEPFIZER INC (USA)36,369$875,7660.3%
55BPBRITISH PETE ADR - PLC (GBR)22,979$849,0740.3%
56SPOTIFY TECHNOLOGY S.A. (SWE)1,684$773,1750.3%
57LVMH MOET HENNESSY LO-ADR (FRA)6,820$754,2920.3%
58DVYEETF - DVYE EMERGING DIV (USA)20,740$668,4500.3%
59TRANE TECHNOLOGIES PLC (USA)1,095$537,8200.2%
60SHVETF - SHORT TREASURY BOND ISHAR (USA)4,200$463,4700.2%
61WFCWELLS FARGO CO (USA)5,070$418,9850.2%
62INTCINTEL CORP (USA)1,805$252,0320.1%
63UNPUNION PACIFIC CORP (USA)751$204,2720.1%
64USXFETF USXF - ISHRS ESG US-xFF (USA)2,405$167,0270.1%
65VSSETF - VSS WORLD SMALL (USA)820$126,5180%
66ETF EMXF - ISHRS ESG EM-xFF (USA)2,159$125,1030%
67ETF DMXF - ISHRS ESG EAFE-xFF (USA)1,354$114,5480%
68VGITVANGUARD INTERM GOVT BOND (USA)1,850$109,1130%
69SPROTT ACTIVE METALS & MI (USA)4,000$102,8800%
70CVXCHEVRON CORP (USA)525$87,0240%
71TOTALENERGIES SE ADR (USA)800$62,2080%
72VXUSVANGUARD TOTAL INTL STOCK ETF (USA)615$52,5760%
73DEODIAGEO PLC SP/ADR (GBR)611$49,1120%
74RTXRAYTHEON TECHNOLOGIES COR (USA)250$47,4330%
75AMXAMERICA MOVIL S.A.B. DE C (USA)1,800$46,7820%
76CEGCONSTELLATION ENERGY CORP (USA)166$41,2290%
77KEYSKEYSIGHT TECHNOLOGIES INC (USA)93$32,5570%
78MASTERCARD INC (USA)53$27,2210%
79APGAPI GROUP CORP (USA)630$26,6810%
80TAT & T INC (USA)1,211$25,0680%
81BABOEING COMPANY (USA)115$24,8940%
82NOWSERVICENOW INC (USA)230$22,8340%
833M COMPANY (USA)140$22,6670%
84CARRCARRIER GLOBAL CORPORATIO (USA)255$18,7040%
85ABBOTT LABS (USA)205$18,6020%
86VCITINTERM CORP BOND VANGUARD215$17,7700%
87DHRDANAHER CORP (USA)93$17,7150%
88SILVER NCI-RBC TROY OZ300$17,5860%
89SPIRE GLOBAL INC CL-A (USA)875$16,2750%
90NU HOLDINGS LTD CL A (USA)1,000$13,3600%
91CRMSALESFORCE INC (USA)75$11,7500%
92MAGSLIST FD ROUNDHILL MAG ETF (USA)170$10,9310%
93TFCTRUIST FINANCIAL CORP (USA)200$9,9640%
94FEDEX FREIGHT HOLDING COM50$7,5500%
95LRCXLAM RESEARCH CORP17$7,3670%
96RIVNRIVIAN AUTOMOTIVE INC CL (USA)410$7,1140%
97SOLSSOLSTICE ADVANCED MATERIAL (USA)77$6,8220%
98RB GLOBAL INC52$6,0420%
99PLTRPALANTIR TECHNOLOGIES INC (USA)50$5,8340%
100CARNIVAL CORPORATION LTD201$5,7430%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.