Position in BA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,715,366
-$1,885,794 QoQ
Shares Held
109,106
+0.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $74,793,166 across 9 Aerospace & Defense names. BA ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
89,868 | $31,017,939 | |
| 2 | BA |
Boeing Co
This page
|
109,106 | $21,715,366 | |
| 3 | VSEC |
Vse Corp
|
72,624 | $13,391,865 | |
| 4 | LOAR |
Loar Holdings Inc.
|
138,370 | $7,927,217 | |
| 5 | RTX |
RTX Corp
|
1,625 | $313,462 | |
| 6 | GD |
General Dynamics Corp
|
594 | $203,872 | |
| 7 | HEI |
Heico Corp
|
344 | $94,324 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
119 | $81,186 |
All Filings in BA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,715,366 | 109,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,601,160 | 108,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,036,771 | 111,369 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,138,607 | 110,431 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,740,203 | 109,881 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $14,754,543 | 83,359 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $121,023 | 796 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $144,879 | 796 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $171,182 | 887 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $182,462 | 700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $134,176 | 700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $147,812 | 700 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||