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Portfolio (Quarterly) Guide ↗

RAFFA WEALTH MANAGEMENT, LLC

· CIK 0001631073
13F Portfolio $793M AUM 1,591 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1591 New
Page 27 of 80  ·  1,591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AVB AVALONBAY CMNTYS INC COM Real Estate 35.0 $7K 0.00% NEW $188.69 -2.5%
522 DGII DIGI INTL INC COM Technology 88.0 $7K 0.00% NEW $74.95 -0.1%
523 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 794.0 $6K 0.00% NEW $8.17 -8.4%
524 RBC RBC BEARINGS INC COM Industrials 10.0 $6K 0.00% NEW $644.10 -21.5%
525 PUK PRUDENTIAL PLC ADR Financial Services 240.0 $6K 0.00% NEW $26.81 +5.0%
526 MTCH MATCH GROUP INC NEW COM Communication Services 169.0 $6K 0.00% NEW $38.05 +7.4%
527 BALL Ball Corp Consumer Cyclical 103.0 $6K 0.00% NEW $62.40 +1.9%
528 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 38.0 $6K 0.00% NEW $168.42 +17.2%
529 MDB MONGODB INC CL A Technology 19.0 $6K 0.00% NEW $335.89 +28.3%
530 IQVIA HLDGS INC COM 33.0 $6K 0.00% NEW $193.21
531 DB DEUTSCHE BK AG NAMEN AKT Financial Services 188.0 $6K 0.00% NEW $33.76 +12.0%
532 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 21.0 $6K 0.00% NEW $301.05 -21.5%
533 ULTA ULTA BEAUTY INC COM Consumer Cyclical 14.0 $6K 0.00% NEW $451.00 +15.6%
534 PAYX PAYCHEX INC COM Industrials 64.0 $6K 0.00% NEW $98.33 +26.6%
535 HAL HALLIBURTON CO COM Energy 185.0 $6K 0.00% NEW $33.95 +4.1%
536 WIT WIPRO LTD SPON ADR 1 SH Technology 2,784.0 $6K 0.00% NEW $2.25 -16.0%
537 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 198.0 $6K 0.00% NEW $31.61 +10.7%
538 GM GENERAL MTRS CO COM Consumer Cyclical 81.0 $6K 0.00% NEW $77.07 +14.1%
539 PKE PARK AEROSPACE CORP COM Industrials 163.0 $6K 0.00% NEW $38.16 -11.2%
540 CCI CROWN CASTLE INC COM Real Estate 82.0 $6K 0.00% NEW $75.73 -0.3%
Page 27 of 80  ·  1,591 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.1%
Technology 33.4%
Healthcare 8.8%
Consumer Cyclical 6.1%
Industrials 4.9%
Communication Services 3.9%
Consumer Defensive 3.1%
Energy 1.4%
Basic Materials 1.2%
Utilities 1.1%