RAFFA WEALTH MANAGEMENT, LLC
Position in CTOS — Custom Truck One Source, Inc.
CIK 1631073
WASHINGTON, DC
Position in CTOS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,212
+$1,425 QoQ
Shares Held
272
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 184 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTOS Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $29,595 across 8 Rental & Leasing Services names. CTOS ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
22 | $24,923 | |
| 2 | CTOS |
Custom Truck One Source, Inc.
This page
|
272 | $3,212 | |
| 3 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
9 | $673 | |
| 4 | R |
Ryder System Inc
|
1 | $263 | |
| 5 | GATX |
Gatx Corp
|
1 | $177 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
1 | $147 | |
| 7 | HRI |
Herc Holdings Inc
|
1 | $143 | |
| 8 | WSC |
WillScot Holdings Corp
|
2 | $57 |
All Filings in CTOS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,212 | 272 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,787 | 272 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,566 | 272 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,746 | 272 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,343 | 272 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,147 | 272 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,308 | 272 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $938 | 272 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,183 | 272 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,583 | 272 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||