SEC 13F Intelligence

Managers / Q1 2026

RAELIPSKIE PARTNERSHIP

CIK 0002023896 · 20 ERB STREET WEST SUITE 201, WATERLOO, A6, N2L1T2 · 5195786849

Reported Value
$236M
Q1 2026
Positions
119
Filings on Record
10
2019–present window
Filed
Apr 29, 2026
original filing

Summary

Raelipskie Partnership reported $236M in U.S.-listed holdings across 119 positions for Q1 2026.

Its largest position, Etf Spy US S P500 USA, represents 10.8% of the portfolio.

Compared with Q4 2025, the fund opened 12 new positions and exited 10.

Portfolio Metrics

Turnover
+5.1%
vs prior filed quarter
Top-10 Concentration
+60.1%
share of reported value
Largest Position
+10.8%
Etf Spy US S P500 USA
New / Exited
12 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $176MQ1 ’24Q2 ’24: $187MQ3 ’24: $205MQ3 ’24Q4 ’24: $201MQ1 ’25: $195MQ1 ’25Q2 ’25: $218MQ3 ’25: $233MQ3 ’25Q4 ’25: $239MQ1 ’26: $236MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 57.2%Common Stock: 23.2%Other: 11.4%ADR: 7.8%REIT: 0.5%
  • ETP · 57.2% · $135M
  • Common Stock · 23.2% · $55M
  • Other · 11.4% · $27M
  • ADR · 7.8% · $18M
  • REIT · 0.5% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AZNNASTRAZENECA PLC ADR (USA)NEW+7.4K7.4K+$1M$1M
MUMICRON TECHNOLOGY INC (USA)NEW+3.6K3.6K+$1M$1M
GE VERNOVA INC (USA)NEW+1.2K1.2K+$1M$1M
SPROTT ACTIVE METALS & MI (USA)NEW+4.0K4.0K+$107,560$107,560
VANGUARD TOTAL INTL STOCK ETF (USA)NEW+615615+$47,423$47,423
MUXMCEWEN INC (USA)NEW+1.4K1.4K+$28,016$28,016
KEYSKEYSIGHT TECHNOLOGIES INC (USA)NEW+9393+$26,260$26,260
TFCTRUIST FINANCIAL CORP (USA)NEW+447447+$20,549$20,549

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

50 positions
#IssuerClass% PortfolioValueShares
1ETF - SPY US S&P500 (USA)COM10.79%$25M39.2K
2ETF - VEA DEV MKT (USA)COM9.06%$21M334.1K
3ETF-RSP INVESCO SP500 EQ WGT ETF (USA)COM8.54%$20M105.1K
4NDQETF - QQQ INVESCO TRUST (USA)history →COM7.42%$18M30.4K
5ETF - VWO EMERGING MKTS (USA)COM6.02%$14M263.0K
6ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)COM4.38%$10M131.4K
7ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)COM3.97%$9M82.1K
8ETF - IWM US RUSSELL2000 (USA)COM3.88%$9M36.9K
9MSFTMICROSOFT CORP (USA)history →COM3.05%$7M19.4K
10AAPLAPPLE INC (USA)history →COM2.95%$7M27.5K
11JPMJ.P. MORGAN CHASE AND CO (USA)history →COM1.90%$4M15.2K
12EXXON MOBIL CORP (USA)COM1.85%$4M25.8K
13GOOGLALPHABET INC CL-A (USA)history →COM1.66%$4M13.7K
14NOVARTIS ADR (CHE)COM1.65%$4M25.4K
15CSCOCISCO SYSTEMS INC (USA)history →COM1.63%$4M49.6K
16PEPPEPSI CO (USA)history →COM1.35%$3M20.6K
17JNJJOHNSON & JOHNSON (USA)history →COM1.32%$3M12.8K
18AMAZON COM INC (USA)COM1.29%$3M14.7K
19WALMART STORES INC (USA)COM1.28%$3M24.4K
20BRK/BBERKSHIRE HATHAWAY-B-NEW (USA)history →COM1.14%$3M5.6K
21HBC2HSBC HOLDINGS PLC-SP ADR (GBR)history →COM1.10%$3M31.5K
22AVGOBROADCOM LTD (USA)history →COM1.07%$3M8.2K
23HDHOME DEPOT INC (USA)history →COM1.05%$2M7.5K
24PGPROCTER & GAMBLE CO (USA)history →COM1.04%$2M17.0K
25MCDONALD'S CORP (USA)COM1.02%$2M7.7K
26VISA INC CLASS-A (USA)COM1.00%$2M7.8K
27ETF - HDV US DIVIDEND75 (USA)COM0.96%$2M16.7K
28TMTOYOTA MOTOR CO LTD ADR (JPN)COM0.91%$2M10.4K
29METAMETA PLATFORMS (USA)COM0.87%$2M3.6K
30NEENEXTERA ENERGY INC (USA)COM0.86%$2M21.8K
31SANBANCO SANTAN CEN HISP-ADR (ESP)COM0.82%$2M172.2K
32ETF - SPSM SPDR S&P 600 SMALL CAP (USA)COM0.78%$2M38.2K
33NESTLE S.A. SP/ADR-FOR REG (CHE)COM0.77%$2M18.3K
34BACBANK OF AMERICA (USA)COM0.71%$2M34.3K
35AZNNASTRAZENECA PLC ADR (USA)COM0.61%$1M7.4K
36AMERICAN TOWER CORP (USA)COM0.59%$1M8.1K
37BHP BILLITON LTD S/ADR (AUS)COM0.54%$1M17.5K
38GE AEROSPACE (USA)COM0.53%$1M4.4K
39SONYSONY CORPORATION ADR (JPN)COM0.52%$1M59.7K
40PRUPRUDENTIAL FINANCIAL INC (USA)COM0.51%$1M12.4K
41MUMICRON TECHNOLOGY INC (USA)COM0.51%$1M3.6K
42LYONDELLBASELL INDUSTRIES (USA)COM0.50%$1M14.5K
43EADSYAIRBUS SE UNSPONS ADR (FRA)COM0.48%$1M23.9K
44ETF - IBB US BIOTECH (USA)COM0.48%$1M6.7K
45PLDPROLOGIS INC (USA)COM0.48%$1M8.5K
46UNITED HEALTH GROUP INC (USA)COM0.47%$1M4.1K
47ULUNILEVER PLC ADR (USA)COM0.46%$1M19.0K
48BPBRITISH PETE ADR - PLC (GBR)COM0.46%$1M23.0K
49GE VERNOVA INC (USA)COM0.43%$1M1.2K
50RIORIO TINTO PLC SP/ADR (GBR)COM0.43%$1M11.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$236M119Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$239M117Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$233M116Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$218M117Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$195M124May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$201M121Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$205M124Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$187M101Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$176M103May 23, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.