Filed: 2/4/2026ACC: 0001062993-26-000590
📋 What this filing means
RAELIPSKIE PARTNERSHIP filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $238.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$238.50M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
COM$238.50M100.0%
Portfolio Concentration
Top 3$66.60M27.9%
4–10$78.07M32.7%
11–25$48.19M20.2%
Rest$45.64M19.1%
Top 3 weight
27.9%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
2.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
ETF - SPY US S&P500 (USA)
SOLEShares39.12K
TypeSH
Market value$26.67M
11.18%
Sole
39.12K
Shared
0.00
None
0.00
ETF - VEA DEV MKT (USA)
SOLEShares331.43K
TypeSH
Market value$20.70M
8.68%
Sole
331.43K
Shared
0.00
None
0.00
ETF-RSP INVESCO SP500 EQ WGT ETF (USA)
SOLEShares100.33K
TypeSH
Market value$19.22M
8.06%
Sole
100.33K
Shared
0.00
None
0.00
ETF - QQQ INVESCO TRUST (USA)
SOLEShares30.58K
TypeSH
Market value$18.78M
7.88%
Sole
30.58K
Shared
0.00
None
0.00
ETF - VWO EMERGING MKTS (USA)
SOLEShares264.15K
TypeSH
Market value$14.20M
5.95%
Sole
264.15K
Shared
0.00
None
0.00
ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)
SOLEShares134.40K
TypeSH
Market value$9.77M
4.10%
Sole
134.40K
Shared
0.00
None
0.00
ETF - IWM US RUSSELL2000 (USA)
SOLEShares38.11K
TypeSH
Market value$9.38M
3.93%
Sole
38.11K
Shared
0.00
None
0.00
ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)
SOLEShares81.25K
TypeSH
Market value$9.08M
3.81%
Sole
81.25K
Shared
0.00
None
0.00
MICROSOFT CORP (USA)
SOLEShares18.73K
TypeSH
Market value$9.06M
3.80%
Sole
18.73K
Shared
0.00
None
0.00
APPLE INC (USA)
SOLEShares28.65K
TypeSH
Market value$7.79M
3.27%
Sole
28.65K
Shared
0.00
None
0.00
J.P. MORGAN CHASE AND CO (USA)
SOLEShares16.09K
TypeSH
Market value$5.18M
2.17%
Sole
16.09K
Shared
0.00
None
0.00
ALPHABET INC CL-A (USA)
SOLEShares14.49K
TypeSH
Market value$4.54M
1.90%
Sole
14.49K
Shared
0.00
None
0.00
NOVARTIS ADR (CHE)
SOLEShares30.45K
TypeSH
Market value$4.20M
1.76%
Sole
30.45K
Shared
0.00
None
0.00
CISCO SYSTEMS INC (USA)
SOLEShares52.57K
TypeSH
Market value$4.05M
1.70%
Sole
52.57K
Shared
0.00
None
0.00
EXXON MOBIL CORP (USA)
SOLEShares26.07K
TypeSH
Market value$3.14M
1.32%
Sole
26.07K
Shared
0.00
None
0.00
AMAZON COM INC (USA)
SOLEShares13.57K
TypeSH
Market value$3.13M
1.31%
Sole
13.57K
Shared
0.00
None
0.00
BROADCOM LTD (USA)
SOLEShares8.17K
TypeSH
Market value$2.83M
1.19%
Sole
8.17K
Shared
0.00
None
0.00
WALMART STORES INC (USA)
SOLEShares25.16K
TypeSH
Market value$2.80M
1.18%
Sole
25.16K
Shared
0.00
None
0.00
VISA INC CLASS-A (USA)
SOLEShares7.92K
TypeSH
Market value$2.78M
1.17%
Sole
7.92K
Shared
0.00
None
0.00
JOHNSON & JOHNSON (USA)
SOLEShares13.28K
TypeSH
Market value$2.75M
1.15%
Sole
13.28K
Shared
0.00
None
0.00
PEPSI CO (USA)
SOLEShares18.84K
TypeSH
Market value$2.70M
1.13%
Sole
18.84K
Shared
0.00
None
0.00
HSBC HOLDINGS PLC-SP ADR (GBR)
SOLEShares33.82K
TypeSH
Market value$2.66M
1.12%
Sole
33.82K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY-B-NEW (USA)
SOLEShares5.27K
TypeSH
Market value$2.65M
1.11%
Sole
5.27K
Shared
0.00
None
0.00
HOME DEPOT INC (USA)
SOLEShares7.15K
TypeSH
Market value$2.46M
1.03%
Sole
7.15K
Shared
0.00
None
0.00
META PLATFORMS (USA)
SOLEShares3.52K
TypeSH
Market value$2.32M
0.97%
Sole
3.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ETF - SPY US S&P500 (USA)SOLE | COM | 39.12K | SH | $26.67M 11.18% | 39.12K | 0.00 | 0.00 |
ETF - VEA DEV MKT (USA)SOLE | COM | 331.43K | SH | $20.70M 8.68% | 331.43K | 0.00 | 0.00 |
ETF-RSP INVESCO SP500 EQ WGT ETF (USA)SOLE | COM | 100.33K | SH | $19.22M 8.06% | 100.33K | 0.00 | 0.00 |
ETF - QQQ INVESCO TRUST (USA)SOLE | COM | 30.58K | SH | $18.78M 7.88% | 30.58K | 0.00 | 0.00 |
ETF - VWO EMERGING MKTS (USA)SOLE | COM | 264.15K | SH | $14.20M 5.95% | 264.15K | 0.00 | 0.00 |
ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)SOLE | COM | 134.40K | SH | $9.77M 4.10% | 134.40K | 0.00 | 0.00 |
ETF - IWM US RUSSELL2000 (USA)SOLE | COM | 38.11K | SH | $9.38M 3.93% | 38.11K | 0.00 | 0.00 |
ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)SOLE | COM | 81.25K | SH | $9.08M 3.81% | 81.25K | 0.00 | 0.00 |
MICROSOFT CORP (USA)SOLE | COM | 18.73K | SH | $9.06M 3.80% | 18.73K | 0.00 | 0.00 |
APPLE INC (USA)SOLE | COM | 28.65K | SH | $7.79M 3.27% | 28.65K | 0.00 | 0.00 |
J.P. MORGAN CHASE AND CO (USA)SOLE | COM | 16.09K | SH | $5.18M 2.17% | 16.09K | 0.00 | 0.00 |
ALPHABET INC CL-A (USA)SOLE | COM | 14.49K | SH | $4.54M 1.90% | 14.49K | 0.00 | 0.00 |
NOVARTIS ADR (CHE)SOLE | COM | 30.45K | SH | $4.20M 1.76% | 30.45K | 0.00 | 0.00 |
CISCO SYSTEMS INC (USA)SOLE | COM | 52.57K | SH | $4.05M 1.70% | 52.57K | 0.00 | 0.00 |
EXXON MOBIL CORP (USA)SOLE | COM | 26.07K | SH | $3.14M 1.32% | 26.07K | 0.00 | 0.00 |
AMAZON COM INC (USA)SOLE | COM | 13.57K | SH | $3.13M 1.31% | 13.57K | 0.00 | 0.00 |
BROADCOM LTD (USA)SOLE | COM | 8.17K | SH | $2.83M 1.19% | 8.17K | 0.00 | 0.00 |
WALMART STORES INC (USA)SOLE | COM | 25.16K | SH | $2.80M 1.18% | 25.16K | 0.00 | 0.00 |
VISA INC CLASS-A (USA)SOLE | COM | 7.92K | SH | $2.78M 1.17% | 7.92K | 0.00 | 0.00 |
JOHNSON & JOHNSON (USA)SOLE | COM | 13.28K | SH | $2.75M 1.15% | 13.28K | 0.00 | 0.00 |
PEPSI CO (USA)SOLE | COM | 18.84K | SH | $2.70M 1.13% | 18.84K | 0.00 | 0.00 |
HSBC HOLDINGS PLC-SP ADR (GBR)SOLE | COM | 33.82K | SH | $2.66M 1.12% | 33.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY-B-NEW (USA)SOLE | COM | 5.27K | SH | $2.65M 1.11% | 5.27K | 0.00 | 0.00 |
HOME DEPOT INC (USA)SOLE | COM | 7.15K | SH | $2.46M 1.03% | 7.15K | 0.00 | 0.00 |
META PLATFORMS (USA)SOLE | COM | 3.52K | SH | $2.32M 0.97% | 3.52K | 0.00 | 0.00 |
Page 1 of 5
…