Position in AVEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,044
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 45 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $4,325,444 across 20 Aerospace & Defense names. AVEX ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,538 | $783,549 | |
| 2 | BA |
Boeing Co
|
3,603 | $779,941 | |
| 3 | RTX |
RTX Corp
|
2,877 | $545,853 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
2,288 | $505,831 | |
| 5 | GE |
General Electric Co
|
1,287 | $480,990 | |
| 6 | RGR |
Sturm Ruger & Co Inc
|
8,056 | $304,919 | |
| 7 | EMBJ |
Embraer S.A.
|
4,661 | $297,371 | |
| 8 | GD |
General Dynamics Corp
|
562 | $199,082 |
All Filings in AVEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044 | 50 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||