Raelipskie-Partnership

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RGEN",
  null,
  "ACN",
  "BABA",
  "GOOGL",
  "APG",
  null,
  "T",
  null,
  "AVGO",
  "SAN",
  "CMI",
  "JMIA",
  null,
  "EDIT",
  null,
  "TMC",
  "HD",
  null,
  "UNP",
  "HSBC",
  "EMXC",
  "RIVN",
  "META",
  null,
  "PLYA",
  null,
  null,
  "LHX",
  null,
  null,
  "MSFT",
  "GE",
  null,
  "NU",
  null,
  "PYPL",
  null,
  null,
  "AAPL",
  "SPY",
  "INTC",
  "PRU",
  "PFE",
  "PG",
  "IEFA",
  null,
  "RIO",
  "RTX",
  "BP",
  "TM",
  "TJX",
  "UBER",
  "UL",
  "IVOO",
  "VWO",
  "VSS",
  "VCIT",
  "TT",
  null,
  "AFL",
  "SONY",
  "DOV",
  "DEO",
  "NVO",
  null,
  "LCID",
  "KD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VEA",
  "WFC",
  "XFOR",
  "SOLV",
  null,
  "EMBC",
  "TDOC",
  "OTIS",
  "CRM",
  "LYB",
  "BAC",
  "BRK-B",
  "BHP",
  "BE",
  "BA",
  "CARR",
  "CVX",
  "CB",
  "CME",
  "CEG",
  "CRSP",
  "DHR",
  "RSP",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "ELV",
  "JNJ",
  "PLD",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 124
Total Value: 194550772
Accession Number: 0001062993-25-009480
Form Type: 13F-HR
CIK: raelipskie-partnership
Manager Name: Raelipskie-Partnership

Data Enrichment

65% identified

81 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $194.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NEXTERA ENERGY INC

NEE|65339F101

Shares:17.9K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$194.6M)

000696401

Shares:2.4K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$194.6M)

Salesforce, Inc.

CRM|79466L302

Shares:4.4K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$194.6M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:15.7K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$194.6M)

GENERAL ELECTRIC CO

GE|369604301

Shares:5.2K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$194.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:4.1K

Value:$976.9K

% of Portfolio:0.5% ($976.9K/$194.6M)

000377807

Shares:7.7K

Value:$948.5K

% of Portfolio:0.5% ($948.5K/$194.6M)

Uber Technologies, Inc

UBER|90353T100

Shares:12.6K

Value:$917.7K

% of Portfolio:0.5% ($917.7K/$194.6M)

BHP Group Ltd

BHP|088606108

Shares:18.7K

Value:$909.0K

% of Portfolio:0.5% ($909.0K/$194.6M)

UNILEVER PLC

UL|904767704

Shares:14.6K

Value:$871.7K

% of Portfolio:0.4% ($871.7K/$194.6M)

0L8681T02

Shares:1.5K

Value:$803.6K

% of Portfolio:0.4% ($803.6K/$194.6M)

92334N103

Shares:44.9K

Value:$772.8K

% of Portfolio:0.4% ($772.8K/$194.6M)

BP PLC

BP|055622104

Shares:21.5K

Value:$726.7K

% of Portfolio:0.4% ($726.7K/$194.6M)

Prologis, Inc.

PLD|74340W103

Shares:6.2K

Value:$689.3K

% of Portfolio:0.4% ($689.3K/$194.6M)

RIO TINTO PLC

RIO|767204100

Shares:11.4K

Value:$687.7K

% of Portfolio:0.4% ($687.7K/$194.6M)

464286319

Shares:21.7K

Value:$591.4K

% of Portfolio:0.3% ($591.4K/$194.6M)

DIAGEO PLC

DEO|25243Q205

Shares:5.5K

Value:$578.5K

% of Portfolio:0.3% ($578.5K/$194.6M)

464288679

Shares:4.2K

Value:$463.9K

% of Portfolio:0.2% ($463.9K/$194.6M)

Trane Technologies plc

TT|G8994E103

Shares:1.2K

Value:$418.8K

% of Portfolio:0.2% ($418.8K/$194.6M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.2K

Value:$370.8K

% of Portfolio:0.2% ($370.8K/$194.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NEXTERA ENERGY INC(NEEcusip65339F101)	17.9K	QoQ +4.36% (+749) YoY +15.10% (+2.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$194.6M)	QoQ +3.20% (+$39.4K) YoY +27.67% (+$275.0K)
(cusip000696401)✕	2.4K	QoQ -1.88% (-46) YoY +14.42% (+302)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$194.6M)	QoQ +1.58% (-$19.6K) YoY +21.14% (+$219.0K)
Salesforce, Inc.(CRMcusip79466L302)	4.4K	QoQ -5.51% (-257) YoY +10.49% (-418)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$194.6M)	QoQ -24.15% (-$376.3K) YoY -1.54% (-$18.6K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	15.7K	QoQ +31.45% (+3.7K) YoY +30.03% (-3.6K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$194.6M)	QoQ +24.60% (+$217.7K) YoY -10.49% (-$129.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	5.2K	QoQ -9.14% (-522) YoY NEW(+5.2K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$194.6M)	QoQ +9.03% (-$86.0K) YoY NEW(+$1.0M)
UNION PACIFIC CORP(UNPcusip907818108)	4.1K	QoQ +9.24% (+350) YoY NEW(+4.1K)	All Managers (Combined)	$976.9K	0.5% ($976.9K/$194.6M)	QoQ +13.17% (+$113.7K) YoY NEW(+$976.9K)
(cusip000377807)✕	7.7K	QoQ +9.52% (+666) YoY +44.03% (-2.3K)	All Managers (Combined)	$948.5K	0.5% ($948.5K/$194.6M)	QoQ +3.81% (+$34.8K) YoY -1.44% (-$13.9K)
Uber Technologies, Inc(UBERcusip90353T100)	12.6K	QoQ +17.12% (+1.8K) YoY +49.88% (+4.2K)	All Managers (Combined)	$917.7K	0.5% ($917.7K/$194.6M)	QoQ +41.47% (+$269.1K) YoY +41.84% (+$270.7K)
BHP Group Ltd(BHPcusip088606108)	18.7K	QoQ +0.80% (+150) YoY +17.21% (-2.8K)	All Managers (Combined)	$909.0K	0.5% ($909.0K/$194.6M)	QoQ +0.20% (+$1.9K) YoY -1.37% (-$12.7K)
UNILEVER PLC(ULcusip904767704)	14.6K	QoQ -2.94% (-444) YoY +9.42% (+1.3K)	All Managers (Combined)	$871.7K	0.4% ($871.7K/$194.6M)	QoQ +1.93% (-$16.5K) YoY +29.83% (+$200.3K)
(cusip0L8681T02)✕	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$803.6K	0.4% ($803.6K/$194.6M)	QoQ NEW(+$803.6K) YoY NEW(+$803.6K)
(cusip92334N103)✕	44.9K	QoQ +2.98% (+1.3K) YoY -1.96% (-901)	All Managers (Combined)	$772.8K	0.4% ($772.8K/$194.6M)	QoQ +26.29% (+$160.9K) YoY +4.10% (-$30.5K)
BP PLC(BPcusip055622104)	21.5K	QoQ +8.74% (+1.7K) YoY +28.19% (+4.7K)	All Managers (Combined)	$726.7K	0.4% ($726.7K/$194.6M)	QoQ +24.30% (+$142.1K) YoY +14.95% (+$94.6K)
Prologis, Inc.(PLDcusip74340W103)	6.2K	QoQ +21.56% (+1.1K) YoY +27.63% (+1.3K)	All Managers (Combined)	$689.3K	0.4% ($689.3K/$194.6M)	QoQ +28.57% (+$153.2K) YoY +9.57% (+$60.2K)
RIO TINTO PLC(RIOcusip767204100)	11.4K	QoQ +6.83% (+732) YoY +12.06% (+1.2K)	All Managers (Combined)	$687.7K	0.4% ($687.7K/$194.6M)	QoQ +9.13% (+$57.6K) YoY +5.62% (+$36.6K)
(cusip464286319)✕	21.7K	QoQ +4.03% (+840) YoY -11.00% (-2.7K)	All Managers (Combined)	$591.4K	0.3% ($591.4K/$194.6M)	QoQ +9.91% (+$53.3K) YoY -7.16% (-$45.6K)
DIAGEO PLC(DEOcusip25243Q205)	5.5K	QoQ +0.91% (-50) YoY +8.87% (-450)	All Managers (Combined)	$578.5K	0.3% ($578.5K/$194.6M)	QoQ -16.81% (-$117.0K) YoY -23.29% (-$175.7K)
(cusip464288679)✕	4.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$463.9K	0.2% ($463.9K/$194.6M)	QoQ +0.31% (+$1.5K) YoY -0.07% (-$336)
Trane Technologies plc(TTcusipG8994E103)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$418.8K	0.2% ($418.8K/$194.6M)	QoQ -8.78% (-$40.3K) YoY +12.23% (+$45.6K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.2K	QoQ 0.00% (+0) YoY -2.54% (-135)	All Managers (Combined)	$370.8K	0.2% ($370.8K/$194.6M)	QoQ +2.20% (+$8.0K) YoY +20.70% (-$63.6K)