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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 80 of 80  ·  1,591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 FMC FMC CORP COM NEW Basic Materials 1.0 $12.0 NEW $12.00 -15.7%
1582 MARQETA INC CL A COM 3.0 $12.0 NEW $4.00
1583 CLVT CLARIVATE PLC ORD SHS Technology 5.0 $11.0 NEW $2.20 -14.1%
1584 LIBERTY GLOBAL LTD COM CL C 1.0 $11.0 NEW $11.00
1585 FRSH FRESHWORKS INC CLASS A COM Technology 1.0 $10.0 NEW $10.00 +27.3%
1586 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 1.0 $10.0 NEW $10.00 +29.5%
1587 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 1.0 $10.0 NEW $10.00 -11.3%
1588 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 2.0 $9.0 NEW $4.50 -25.3%
1589 WU WESTERN UN CO COM Financial Services 1.0 $8.0 NEW $8.00 -9.9%
1590 ANGI ANGI INC CL A NEW Communication Services 1.0 $6.0 NEW $6.00 -22.8%
1591 EMBC EMBECTA CORP COMMON STOCK Healthcare 1.0 $3.0 NEW $3.00 +70.0%
Page 80 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 34.5%
Technology 32.8%
Healthcare 8.6%
Consumer Cyclical 6.0%
Communication Services 5.6%
Industrials 4.8%
Consumer Defensive 3.0%
Energy 1.4%
Basic Materials 1.2%
Utilities 1.1%