Position in AIR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$74,597,882
+$25,812,327 QoQ
Shares Held
521,919
+17.1% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#18
of 407 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AIR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026EMERALD ADVISERS, LLC holds $364,763,343 across 14 Aerospace & Defense names. AIR ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRCY |
Mercury Systems Inc
|
638,682 | $78,129,969 | |
| 2 | AIR |
Aar Corp
This page
|
521,919 | $74,597,882 | |
| 3 | VSEC |
Vse Corp
|
323,152 | $73,840,232 | |
| 4 | ATRO |
Astronics Corp
|
617,519 | $49,634,999 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
697,181 | $34,761,444 | |
| 6 | AVAV |
AeroVironment Inc
|
176,383 | $29,115,541 | |
| 7 | AVEX |
AEVEX Corp.
|
538,568 | $11,250,685 | |
| 8 | HAWK |
HawkEye 360, Inc.
|
324,464 | $6,560,662 |
All Filings in AIR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,597,882 | 521,919 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $48,785,555 | 445,693 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $34,727,921 | 419,470 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32,718,341 | 364,875 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $23,182,573 | 337,005 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $28,600,475 | 510,814 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $30,037,004 | 490,160 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $32,118,296 | 491,406 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $35,260,008 | 485,007 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,004,936 | 400,951 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $24,631,401 | 394,734 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $23,897,723 | 401,440 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $529,890 | 9,174 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||