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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in ALLE — Allegion plc

CIK 1631073 WASHINGTON, DC
Back to ALLE Full portfolio

Position in ALLE

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$702
-$315 QoQ
Shares Held
5
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#707
of 729 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ALLE Over Time

Shares Held

Position Value (USD)

Position in Security & Protection Services

Industrials · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $3,121 across 5 Security & Protection Services names. ALLE ranks #2 (22.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MG
Mistras Group, Inc.
 120 $2,096
2 ALLE
Allegion plc
This page 		5 $702
3 MSA
MSA Safety Inc
 1 $174
4 BRC
Brady Corp
 1 $91
5 ADT
ADT Inc.
 9 $58

All Filings in ALLE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $702 5
2026-03-31 $1,017 7
2025-12-31 $796 5
2025-09-30 $886 5
2025-06-30 $720 5
2025-03-31 $652 5
2024-12-31 $653 5
2024-09-30 $2,477 17
2024-06-30 $2,008 17
2024-03-31 $2,290 17
2023-12-31 $2,153 17
2023-09-30 $1,771 17
2023-06-30 $2,040 17
2023-03-31 $1,814 17
2022-12-31 $1,789 17
2022-09-30 $1,524 17
2022-06-30 $1,664 17
2022-03-31 $1,866 17
2021-12-31 $2,251 17
2021-09-30 $2,247 17
2021-06-30 $2,368 17
2021-03-31 $11,682 93
2020-12-31 $10,823 93
2020-09-30 $8,901 90
2020-06-30 $8,893 87
2020-03-31 $6,993 76

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