Filed: 4/29/2026ACC: 0001062993-26-002199
📋 What this filing means
RAELIPSKIE PARTNERSHIP filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $236.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$236.22M
Total AUM (reported)
2.06M
Total Shares
Allocation by class
COM$236.22M100.0%
Portfolio Concentration
Top 3$67.07M28.4%
4–10$74.80M31.7%
11–25$48.07M20.4%
Rest$46.28M19.6%
Top 3 weight
28.4%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 2.06M
Sole
Full voting authority
2.06M
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)
Sole119
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings119
Rows:
ETF - SPY US S&P500 (USA)
SOLEShares39.20K
TypeSH
Market value$25.49M
10.79%
Sole
39.20K
Shared
0.00
None
0.00
ETF - VEA DEV MKT (USA)
SOLEShares334.12K
TypeSH
Market value$21.41M
9.06%
Sole
334.12K
Shared
0.00
None
0.00
ETF-RSP INVESCO SP500 EQ WGT ETF (USA)
SOLEShares105.09K
TypeSH
Market value$20.17M
8.54%
Sole
105.09K
Shared
0.00
None
0.00
ETF - QQQ INVESCO TRUST (USA)
SOLEShares30.37K
TypeSH
Market value$17.53M
7.42%
Sole
30.37K
Shared
0.00
None
0.00
ETF - VWO EMERGING MKTS (USA)
SOLEShares262.96K
TypeSH
Market value$14.21M
6.02%
Sole
262.96K
Shared
0.00
None
0.00
ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)
SOLEShares131.43K
TypeSH
Market value$10.34M
4.38%
Sole
131.43K
Shared
0.00
None
0.00
ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)
SOLEShares82.08K
TypeSH
Market value$9.38M
3.97%
Sole
82.08K
Shared
0.00
None
0.00
ETF - IWM US RUSSELL2000 (USA)
SOLEShares36.94K
TypeSH
Market value$9.16M
3.88%
Sole
36.94K
Shared
0.00
None
0.00
MICROSOFT CORP (USA)
SOLEShares19.44K
TypeSH
Market value$7.20M
3.05%
Sole
19.44K
Shared
0.00
None
0.00
APPLE INC (USA)
SOLEShares27.48K
TypeSH
Market value$6.98M
2.95%
Sole
27.48K
Shared
0.00
None
0.00
J.P. MORGAN CHASE AND CO (USA)
SOLEShares15.25K
TypeSH
Market value$4.48M
1.90%
Sole
15.25K
Shared
0.00
None
0.00
EXXON MOBIL CORP (USA)
SOLEShares25.81K
TypeSH
Market value$4.38M
1.85%
Sole
25.81K
Shared
0.00
None
0.00
ALPHABET INC CL-A (USA)
SOLEShares13.67K
TypeSH
Market value$3.93M
1.66%
Sole
13.67K
Shared
0.00
None
0.00
NOVARTIS ADR (CHE)
SOLEShares25.44K
TypeSH
Market value$3.89M
1.65%
Sole
25.44K
Shared
0.00
None
0.00
CISCO SYSTEMS INC (USA)
SOLEShares49.59K
TypeSH
Market value$3.85M
1.63%
Sole
49.59K
Shared
0.00
None
0.00
PEPSI CO (USA)
SOLEShares20.55K
TypeSH
Market value$3.19M
1.35%
Sole
20.55K
Shared
0.00
None
0.00
JOHNSON & JOHNSON (USA)
SOLEShares12.75K
TypeSH
Market value$3.12M
1.32%
Sole
12.75K
Shared
0.00
None
0.00
AMAZON COM INC (USA)
SOLEShares14.66K
TypeSH
Market value$3.05M
1.29%
Sole
14.66K
Shared
0.00
None
0.00
WALMART STORES INC (USA)
SOLEShares24.38K
TypeSH
Market value$3.03M
1.28%
Sole
24.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY-B-NEW (USA)
SOLEShares5.64K
TypeSH
Market value$2.70M
1.14%
Sole
5.64K
Shared
0.00
None
0.00
HSBC HOLDINGS PLC-SP ADR (GBR)
SOLEShares31.46K
TypeSH
Market value$2.60M
1.10%
Sole
31.46K
Shared
0.00
None
0.00
BROADCOM LTD (USA)
SOLEShares8.16K
TypeSH
Market value$2.52M
1.07%
Sole
8.16K
Shared
0.00
None
0.00
HOME DEPOT INC (USA)
SOLEShares7.53K
TypeSH
Market value$2.47M
1.05%
Sole
7.53K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO (USA)
SOLEShares16.95K
TypeSH
Market value$2.45M
1.04%
Sole
16.95K
Shared
0.00
None
0.00
MCDONALD'S CORP (USA)
SOLEShares7.73K
TypeSH
Market value$2.40M
1.02%
Sole
7.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ETF - SPY US S&P500 (USA)SOLE | COM | 39.20K | SH | $25.49M 10.79% | 39.20K | 0.00 | 0.00 |
ETF - VEA DEV MKT (USA)SOLE | COM | 334.12K | SH | $21.41M 9.06% | 334.12K | 0.00 | 0.00 |
ETF-RSP INVESCO SP500 EQ WGT ETF (USA)SOLE | COM | 105.09K | SH | $20.17M 8.54% | 105.09K | 0.00 | 0.00 |
ETF - QQQ INVESCO TRUST (USA)SOLE | COM | 30.37K | SH | $17.53M 7.42% | 30.37K | 0.00 | 0.00 |
ETF - VWO EMERGING MKTS (USA)SOLE | COM | 262.96K | SH | $14.21M 6.02% | 262.96K | 0.00 | 0.00 |
ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA)SOLE | COM | 131.43K | SH | $10.34M 4.38% | 131.43K | 0.00 | 0.00 |
ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA)SOLE | COM | 82.08K | SH | $9.38M 3.97% | 82.08K | 0.00 | 0.00 |
ETF - IWM US RUSSELL2000 (USA)SOLE | COM | 36.94K | SH | $9.16M 3.88% | 36.94K | 0.00 | 0.00 |
MICROSOFT CORP (USA)SOLE | COM | 19.44K | SH | $7.20M 3.05% | 19.44K | 0.00 | 0.00 |
APPLE INC (USA)SOLE | COM | 27.48K | SH | $6.98M 2.95% | 27.48K | 0.00 | 0.00 |
J.P. MORGAN CHASE AND CO (USA)SOLE | COM | 15.25K | SH | $4.48M 1.90% | 15.25K | 0.00 | 0.00 |
EXXON MOBIL CORP (USA)SOLE | COM | 25.81K | SH | $4.38M 1.85% | 25.81K | 0.00 | 0.00 |
ALPHABET INC CL-A (USA)SOLE | COM | 13.67K | SH | $3.93M 1.66% | 13.67K | 0.00 | 0.00 |
NOVARTIS ADR (CHE)SOLE | COM | 25.44K | SH | $3.89M 1.65% | 25.44K | 0.00 | 0.00 |
CISCO SYSTEMS INC (USA)SOLE | COM | 49.59K | SH | $3.85M 1.63% | 49.59K | 0.00 | 0.00 |
PEPSI CO (USA)SOLE | COM | 20.55K | SH | $3.19M 1.35% | 20.55K | 0.00 | 0.00 |
JOHNSON & JOHNSON (USA)SOLE | COM | 12.75K | SH | $3.12M 1.32% | 12.75K | 0.00 | 0.00 |
AMAZON COM INC (USA)SOLE | COM | 14.66K | SH | $3.05M 1.29% | 14.66K | 0.00 | 0.00 |
WALMART STORES INC (USA)SOLE | COM | 24.38K | SH | $3.03M 1.28% | 24.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY-B-NEW (USA)SOLE | COM | 5.64K | SH | $2.70M 1.14% | 5.64K | 0.00 | 0.00 |
HSBC HOLDINGS PLC-SP ADR (GBR)SOLE | COM | 31.46K | SH | $2.60M 1.10% | 31.46K | 0.00 | 0.00 |
BROADCOM LTD (USA)SOLE | COM | 8.16K | SH | $2.52M 1.07% | 8.16K | 0.00 | 0.00 |
HOME DEPOT INC (USA)SOLE | COM | 7.53K | SH | $2.47M 1.05% | 7.53K | 0.00 | 0.00 |
PROCTER & GAMBLE CO (USA)SOLE | COM | 16.95K | SH | $2.45M 1.04% | 16.95K | 0.00 | 0.00 |
MCDONALD'S CORP (USA)SOLE | COM | 7.73K | SH | $2.40M 1.02% | 7.73K | 0.00 | 0.00 |
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