Position in SW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,238
+$1,405 QoQ
Shares Held
70
+52.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#580
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $22,770 across 14 Packaging & Containers names. SW ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
103 | $6,427 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
70 | $3,238 | |
| 3 | IP |
International Paper Co /New/
|
65 | $2,476 | |
| 4 | PKG |
Packaging Corp Of America
|
10 | $2,382 | |
| 5 | AMBP |
Ardagh Metal Packaging S.A.
|
484 | $2,294 | |
| 6 | TRS |
Trimas Corp
|
41 | $1,846 | |
| 7 | AVY |
Avery Dennison Corp
|
8 | $1,298 | |
| 8 | MYE |
Myers Industries Inc
|
36 | $1,271 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,238 | 70 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,833 | 46 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,701 | 44 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,873 | 44 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,380 | 32 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,441 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,723 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,581 | 32 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||