Position in ITRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$86
-$541 QoQ
Shares Held
1
-85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#408
of 409 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $63,275 across 15 Scientific & Technical Instruments names. ITRI ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
28 | $9,801 | |
| 2 | TRMB |
Trimble Inc.
|
171 | $8,751 | |
| 3 | COHR |
Coherent Corp.
|
21 | $8,283 | |
| 4 | GRMN |
Garmin Ltd
|
32 | $7,601 | |
| 5 | MKSI |
Mks Inc
|
15 | $6,672 | |
| 6 | TDY |
Teledyne Technologies Inc
|
9 | $6,002 | |
| 7 | ESE |
Esco Technologies Inc
|
16 | $5,600 | |
| 8 | FTV |
Fortive Corp
|
50 | $3,054 |
All Filings in ITRI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86 | 1 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $627 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $557 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $747 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $789 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $628 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $651 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $640 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $593 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $555 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $453 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $363 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $432 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $332 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $303 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $252 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $296 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $316 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $411 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $453 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $599 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $531 | 6 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||