Position in LULU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,055
-$700 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#759
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $65,474 across 9 Apparel Retail names. LULU ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
268 | $40,602 | |
| 2 | ROST |
Ross Stores, Inc.
|
69 | $14,686 | |
| 3 | BURL |
Burlington Stores, Inc.
|
24 | $7,603 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
18 | $2,055 | |
| 5 | URBN |
Urban Outfitters Inc
|
3 | $212 | |
| 6 | BOOT |
Boot Barn Holdings, Inc.
|
1 | $164 | |
| 7 | VSXY |
Victoria's Secret & Co.
|
1 | $83 | |
| 8 | AEO |
American Eagle Outfitters Inc
|
3 | $51 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,055 | 18 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,755 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,740 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,202 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $4,276 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $5,095 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $3,059 | 8 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $2,984 | 11 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $6,870 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $4,297 | 11 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $5,624 | 11 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $4,241 | 11 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $4,163 | 11 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $4,006 | 11 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $3,524 | 11 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $4,472 | 16 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $4,089 | 15 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $5,478 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $5,871 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $6,070 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,474 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $4,600 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $4,524 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $4,281 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $4,056 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,464 | 13 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||