Position in IEX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,539
+$1,886 QoQ
Shares Held
20
+42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#618
of 681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX 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. IEX ranks #13 (1.7% 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 IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,539 | 20 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,653 | 14 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,491 | 14 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,278 | 14 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,457 | 14 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,533 | 14 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,930 | 14 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,003 | 14 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $2,816 | 14 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $3,416 | 14 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $3,039 | 14 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,912 | 14 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $3,013 | 14 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,079 | 9 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $2,054 | 9 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,798 | 9 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,634 | 9 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,725 | 9 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,126 | 9 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,862 | 9 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,980 | 9 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,883 | 9 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,792 | 9 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,641 | 9 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,422 | 9 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,242 | 9 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||