Position in FLS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,705
+$15 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#552
of 583 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLS 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. FLS ranks #19 (0.6% 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 FLS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,705 | 23 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,690 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,595 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,222 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,204 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,123 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,322 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,188 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,106 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,050 | 23 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $948 | 23 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $914 | 23 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $854 | 23 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $782 | 23 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $705 | 23 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $558 | 23 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $658 | 23 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $825 | 23 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $703 | 23 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $797 | 23 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $927 | 23 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $892 | 23 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $847 | 23 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $627 | 23 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $655 | 23 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $549 | 23 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||