Position in IR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,494
-$1,043 QoQ
Shares Held
128
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#763
of 885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR 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. IR ranks #8 (3.8% 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.
This page
|
128 | $10,494 |
All Filings in IR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,494 | 128 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,537 | 144 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $11,170 | 141 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $11,649 | 141 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $3,743 | 45 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $5,362 | 67 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $6,060 | 67 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $4,417 | 45 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $14,988 | 165 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $4,272 | 45 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $3,480 | 45 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,867 | 45 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,941 | 45 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,618 | 45 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $2,351 | 45 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,946 | 45 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,893 | 45 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,265 | 45 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,784 | 45 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $2,268 | 45 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,196 | 45 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,214 | 45 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,366 | 30 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,068 | 30 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $843 | 30 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $744 | 30 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||