Position in WSO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,250
+$523 QoQ
Shares Held
3
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#756
of 780 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $39,221 across 11 Industrial Distribution names. WSO ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
13 | $17,685 | |
| 2 | FAST |
Fastenal Co
|
245 | $11,767 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
19 | $4,509 | |
| 4 | POOL |
Pool Corp
|
9 | $1,934 | |
| 5 | WSO |
Watsco Inc
This page
|
3 | $1,250 | |
| 6 | WCC |
Wesco International Inc
|
3 | $1,036 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
4 | $457 | |
| 8 | AIT |
Applied Industrial Technologies Inc
|
1 | $338 |
All Filings in WSO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250 | 3 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $727 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $673 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $808 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $883 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,016 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $947 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $983 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $926 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $863 | 2 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $856 | 2 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $755 | 2 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $762 | 2 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $636 | 2 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $498 | 2 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $514 | 2 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $477 | 2 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $609 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $625 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $529 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $573 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $521 | 2 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||