MARSICO CAPITAL MANAGEMENT LLC

Position in BA — Boeing Co

CIK 1055966 DENVER, CO

Position in BA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$113,378,327

+$12,919,925 QoQ

Shares Held

523,760

+3.8% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

#102

of 2,613 holders

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $442,901,982 across 6 Aerospace & Defense names. BA ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	558,948	$208,895,636
2	BA	Boeing Co This page	523,760	$113,378,327
3	AIR	Aar Corp	253,981	$36,301,504
4	VSEC	Vse Corp	136,807	$31,260,399
5	HEI	Heico Corp	86,999	$30,988,173
6	AXON	Axon Enterprise, Inc.	39,382	$22,077,943

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,378,327	523,760	+3.8%	Shares	Sole	2026-08-13
2026-03-31	$100,458,402	504,740	-7.4%	Shares	Sole	2026-05-13
2025-12-31	$118,386,416	545,258	-2.7%	Shares	Sole	2026-02-12
2025-09-30	$120,965,376	560,466	+11.9%	Shares	Sole	2025-11-12
2025-06-30	$104,966,148	500,960	+47.6%	Shares	Sole	2025-08-12
2025-03-31	$57,888,592	339,423	-10.2%	Shares	Sole	2025-05-14
2024-12-31	$66,896,265	377,945	+89.0%	Shares	Sole	2025-02-13
2023-03-31	$42,483,875	199,990	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.