Position in U
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$514
+$185 QoQ
Shares Held
18
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#534
of 558 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $343,166 across 45 Software - Application names. U ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
118 | $44,287 | |
| 2 | CRM |
Salesforce, Inc.
|
233 | $36,501 | |
| 3 | UBER |
Uber Technologies, Inc
|
398 | $28,719 | |
| 4 | SAP |
Sap SE
|
160 | $24,657 | |
| 5 | ADBE |
Adobe Inc.
|
119 | $24,397 | |
| 6 | ADP |
Automatic Data Processing Inc
|
107 | $23,962 | |
| 7 | ADSK |
Autodesk, Inc.
|
109 | $21,191 | |
| 8 | SNOW |
Snowflake Inc.
|
83 | $21,123 |
All Filings in U
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514 | 18 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $329 | 15 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $574 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $520 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $314 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $254 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $292 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $294 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $211 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $347 | 13 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $531 | 13 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $408 | 13 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $564 | 13 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $421 | 13 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $371 | 13 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $414 | 13 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $478 | 13 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,686 | 17 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,858 | 13 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,608 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $3,990 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,571 | 18 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||