Position in FTI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,812
+$1,379 QoQ
Shares Held
148
+21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#732
of 813 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $51,590 across 14 Oil & Gas Equipment & Services names. FTI ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
477 | $26,473 | |
| 2 | FTI |
TechnipFMC plc
This page
|
148 | $9,812 | |
| 3 | HAL |
Halliburton Co
|
185 | $6,280 | |
| 4 | SLB |
Slb Limited/Nv
|
124 | $5,764 | |
| 5 | OII |
Oceaneering International Inc
|
23 | $931 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
85 | $742 | |
| 7 | INVX |
Innovex International, Inc.
|
21 | $520 | |
| 8 | OIS |
Oil States International, Inc
|
46 | $368 |
All Filings in FTI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,812 | 148 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,433 | 122 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $5,035 | 113 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $4,457 | 113 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $3,891 | 113 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $417 | 89 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $452 | 89 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $255 | 51 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||