Position in FLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15
-$1 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
of 450 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLO Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $29,625 across 14 Packaged Foods names. FLO ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
170 | $5,916 | |
| 2 | MKC |
Mccormick & Co Inc
|
109 | $5,495 | |
| 3 | SJM |
J M SMUCKER Co
|
36 | $4,050 | |
| 4 | KHC |
Kraft Heinz Co
|
152 | $3,590 | |
| 5 | PPC |
Pilgrims Pride Corp
|
93 | $2,614 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
80 | $1,985 | |
| 7 | CAG |
Conagra Brands Inc.
|
121 | $1,628 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
34 | $1,468 |
All Filings in FLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15 | 2 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16 | 2 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,408 | 63 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,292 | 63 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||