Position in AVEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$35,903,245
New position
Shares Held
1,718,681
first reported quarter
Ownership
1.51%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 45 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $4,901,984,738 across 39 Aerospace & Defense names. AVEX ranks #19 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
1,709,129 | $2,276,628,191 | |
| 2 | GE |
General Electric Co
|
2,047,839 | $765,338,868 | |
| 3 | RTX |
RTX Corp
|
1,615,128 | $306,438,234 | |
| 4 | BA |
Boeing Co
|
1,148,848 | $248,691,126 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
498,379 | $133,994,177 | |
| 6 | LMT |
Lockheed Martin Corp
|
250,448 | $127,593,236 | |
| 7 | GD |
General Dynamics Corp
|
309,375 | $109,592,999 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
172,566 | $96,742,225 |
All Filings in AVEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,903,245 | 1,718,681 | Shares | Defined | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||