Position in AME
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,161
+$2,659 QoQ
Shares Held
42
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,090
of 1,193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $273,963 across 31 Specialty Industrial Machinery names. AME ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
41 | $48,169 | |
| 2 | ETN |
Eaton Corp plc
|
81 | $34,515 | |
| 3 | CMI |
Cummins Inc
|
47 | $33,520 | |
| 4 | PH |
Parker-Hannifin Corp
|
25 | $24,453 | |
| 5 | EMR |
Emerson Electric Co
|
161 | $23,047 | |
| 6 | ITW |
Illinois Tool Works Inc
|
66 | $17,851 | |
| 7 | ROK |
Rockwell Automation, Inc
|
34 | $16,832 | |
| 8 | IR |
Ingersoll Rand Inc.
|
128 | $10,494 |
All Filings in AME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,161 | 42 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,502 | 35 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,980 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $5,076 | 27 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $4,885 | 27 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $7,229 | 42 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $7,570 | 42 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $4,636 | 27 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $10,836 | 65 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $4,938 | 27 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $4,452 | 27 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $3,989 | 27 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $4,370 | 27 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $3,923 | 27 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $3,772 | 27 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $3,062 | 27 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $2,967 | 27 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $3,595 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $3,970 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $3,348 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $3,604 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $3,448 | 27 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $3,265 | 27 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $2,683 | 27 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $2,412 | 27 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,944 | 27 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||