RAELIPSKIE PARTNERSHIP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, RAELIPSKIE PARTNERSHIP held in its portfolio 117 assets valued at $238,501,472 (i.e. $238.50M).

The most valuable assets in the portfolio included: ETF - SPY US S&P500 (USA) ($26.68M), ETF - VEA DEV MKT (USA) ($20.71M), and ETF-RSP INVESCO SP500 EQ WGT ETF (USA) ($19.22M).

The chart below shows the top 10 valuable assets, and the table below shows the top 117 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in RAELIPSKIE PARTNERSHIP Portfolio
ETF - SPY US S&P500 (USA)
ETF - VEA DEV MKT (USA)
ETF-RSP INVESCO SP500 EQ WGT ETF (USA)
ETF - QQQ INVESCO TRUST (USA)
ETF - VWO EMERGING MKTS (USA)
ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)
ETF - IWM US RUSSELL2000 (USA)
ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)
MICROSOFT CORP (USA)
APPLE INC (USA)
RAELIPSKIE PARTNERSHIP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ETF - SPY US S&P500 (USA) 39117 26674665 COM
ETF - VEA DEV MKT (USA) 331433 20704620 COM
ETF-RSP INVESCO SP500 EQ WGT ETF (USA) 100335 19220173 COM
ETF - QQQ INVESCO TRUST (USA) 30579 18784985 COM
ETF - VWO EMERGING MKTS (USA) 264154 14200919 COM
ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA) 134397 9767974 COM
ETF - IWM US RUSSELL2000 (USA) 38106 9380173 COM
ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA) 81255 9084309 COM
MICROSOFT CORP (USA) 18734 9060137 COM
APPLE INC (USA) 28650 7788789 COM
J.P. MORGAN CHASE AND CO (USA) 16088 5183875 COM
ALPHABET INC CL-A (USA) 14492 4535996 COM
NOVARTIS ADR (CHE) 30452 4198417 COM
CISCO SYSTEMS INC (USA) 52574 4049775 COM
EXXON MOBIL CORP (USA) 26067 3136903 COM
AMAZON COM INC (USA) 13573 3132920 COM
BROADCOM LTD (USA) 8168 2826945 COM
WALMART STORES INC (USA) 25159 2802964 COM
VISA INC CLASS-A (USA) 7925 2779377 COM
JOHNSON & JOHNSON (USA) 13282 2748710 COM
PEPSI CO (USA) 18843 2704347 COM
HSBC HOLDINGS PLC-SP ADR (GBR) 33821 2660698 COM
BERKSHIRE HATHAWAY-B-NEW (USA) 5271 2649468 COM
HOME DEPOT INC (USA) 7152 2461003 COM
META PLATFORMS (USA) 3519 2322857 COM
TOYOTA MOTOR CO LTD ADR (JPN) 10697 2289800 COM
MCDONALD'S CORP (USA) 7268 2221319 COM
PROCTER & GAMBLE CO (USA) 14730 2110956 COM
BANCO SANTAN CEN HISP-ADR (ESP) 179373 2104045 COM
ETF - HDV US DIVIDEND75 (USA) 16145 1963393 COM
BANK OF AMERICA (USA) 35077 1929235 COM
NESTLE S.A. SP/ADR-FOR REG (CHE) 18034 1781399 COM
AIRBUS SE UNSPONS ADR (FRA) 30048 1740380 COM
NEXTERA ENERGY INC (USA) 21497 1725779 COM
ETF - SPSM SPDR S&P 600 SMALL CAP (USA) 36615 1715779 COM
SONY CORPORATION ADR (JPN) 58184 1489510 COM
ETF - IBB US BIOTECH (USA) 8760 1478425 COM
SALESFORCE INC (USA) 5377 1424421 COM
GE AEROSPACE 4275 1316828 COM
PRUDENTIAL FINANCIAL INC 11266 1271706 COM
AMERICAN TOWER CORP (USA) 7115 1249181 COM
UBER (USA) 14296 1168126 COM
UNION PACIFIC CORP (USA) 5010 1158913 COM
UNITED HEALTH GROUP INC (USA) 3350 1105869 COM
BHP BILLITON LTD S/ADR (AUS) 17527 1058105 COM
PROLOGIS INC (USA) 8266 1055238 COM
LVMH MOET HENNESSY LO-ADR (FRA) 6283 947539 COM
RIO TINTO PLC SP/ADR (GBR) 11447 916103 COM
MERCK CO INC-NEW (USA) 8677 913341 COM
UNILEVER PLC ADR 13840 905136 COM
NOVO-NORDISK A/S-ADR (DNK) 16882 858956 COM
SPOTIFY TECHNOLOGY S.A. 1461 848417 COM
VEOLIA ENVIRONNEMENT-ADR (FRA) 46302 803803 COM
BRITISH PETE ADR - PLC (GBR) 22207 771249 COM
ETF - DVYE EMERGING DIV (USA) 21540 671186 COM
UNILEVER PLC ADS-EA REPR (GBR) 8085 528759 COM
WELLS FARGO CO (USA) 5070 472524 COM
ETF - SHORT TREASURY BOND ISHAR (USA) 4200 462630 COM
LYONDELLBASELL INDUSTRIES (USA) 10314 446596 COM
TRANE TECHNOLOGIES PLC 1095 426174 COM
PFIZER INC (USA) 12464 310354 COM
BOEING COMPANY (USA) 1015 220377 COM
ETF - VSS WORLD SMALL (USA) 1470 210695 COM
INTEL CORP (USA) 4365 161069 COM
ETF USXF - ISHRS ESG US-xFF 2405 138480 COM
ISHARES 0-3 MONTH TREASUR 1350 135513 COM
VANGUARD INTERM GOVT BOND 1850 110871 COM
ETF DMXF - ISHRS ESG EAFE-xFF (Int'l) 1354 101767 COM
ETF EMXF - ISHRS ESG EM-xFF (Emg Mkts) 2159 100463 COM
CHEVRON CORP (USA) 520 79253 COM
HONEYWELL INTL INC (USA) 378 73744 COM
DIAGEO PLC SP/ADR (GBR) 771 66514 COM
CONSTELLATION ENERGY CORP 166 58643 COM
MASTERCARD INC 100 57088 COM
TOTALENERGIES SE ADR 800 52336 COM
RAYTHEON TECHNOLOGIES COR 250 45850 COM
AMERICA MOVIL S.A.B. DE C 1800 37206 COM
JUMIA TECHNOLOGIES AG ADR 2450 30601 COM
AT & T INC (USA) 1211 30081 COM
ABBOTT LABS (USA) 205 25684 COM
DANAHER CORP 112 25639 COM
API GROUP CORP 630 24104 COM
3M COMPANY (USA) 140 22414 COM
SILVER NCI-RBC TROY OZ 300 21138 COM
INTERM CORP BOND VANGUARD 215 18006 COM
NU HOLDINGS LTD CL A 1000 16740 COM
UNITY SOFTWARE INC 325 14355 COM
CARRIER GLOBAL CORPORATIO 255 13474 COM
TJX COMPANIES 80 12289 COM
NIKE INC CL-B (USA) 150 9557 COM
PALANTIR TECHNOLOGIES INC 50 8888 COM
ZOETIS INC CL A 70 8807 COM
RIVIAN AUTOMOTIVE INC CL 410 8081 COM
CME GROUP INC 25 6827 COM
SPDR TOTAL STOCK MARKET P 75 6188 COM
CRISPR THERAPEUTICS AG 100 5244 COM
L3HARRIS TECHNOLOGIES INC 15 4404 COM
REPLIGEN CP 25 4097 COM
SOLSTICE ADVANCED MATERIA 84 4081 COM
AFLAC INC 30 3308 COM
HONEYTREE U.S. EQUITY ETF 100 3280 COM
TELADOC HEALTH INC 448 3136 COM
CHUBB LTD 10 3121 COM
ALIBABA GROUP HOLDING ADR 20 2932 COM
CUMMINS INC 5 2552 COM
LULULEMON ATHLETICA INC (USA) 10 2078 COM
DOVER CORP 10 1952 COM
ELEVANCE HEALTH INC 5 1753 COM
ISHARES CORE MSCI EAFE 15 1342 COM
KYNDRYL HLDGS INC (USA) 30 797 COM
SOLVENTUM CORPORATION 10 792 COM
AMERICAN EAGLE OUTFITTERS 28 738 COM
INVESCO MSCI SUSTAINABLE 10 472 COM
EDITAS MEDICINE 200 410 COM
FIVERR INTERNATIONAL LTD 2 40 COM
LUCID GROUP INC-NEW 2 21 COM
ACASTI PHARMA INC 2 7 COM