Position in IT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$648
-$1,410 QoQ
Shares Held
5
-61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#617
of 647 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $147,438 across 23 Information Technology Services names. IT ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
377 | $46,913 | |
| 2 | IBM |
International Business Machines Corp
|
166 | $46,680 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
380 | $14,717 | |
| 4 | INFY |
Infosys Ltd
|
726 | $7,615 | |
| 5 | WIT |
Wipro Ltd
|
2,784 | $6,264 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
130 | $5,054 | |
| 7 | III |
Information Services Group Inc.
|
1,008 | $4,142 | |
| 8 | CDW |
CDW Corp
|
25 | $3,516 |
All Filings in IT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648 | 5 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,058 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,279 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,417 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,021 | 5 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,098 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,422 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,547 | 7 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $141,004 | 314 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $149,674 | 314 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $4,511 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $3,436 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $3,503 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $3,257 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $3,361 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,766 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $2,418 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,974 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $3,343 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $3,038 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,422 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,825 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,601 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,249 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,213 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $995 | 10 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||