&PARTNERS

Position in BA — Boeing Co

CIK 107136 NASHVILLE, TN

Position in BA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$30,247,353

+$1,847,564 QoQ

Shares Held

139,730

-2.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#232

of 2,613 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

&PARTNERS holds $389,104,331 across 39 Aerospace & Defense names. BA ranks #6 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	198,131	$70,185,925
2	GE	General Electric Co	160,214	$59,876,778
3	RTX	RTX Corp	268,122	$50,870,787
4	LHX	L3harris Technologies, Inc. /De/	163,530	$47,520,182
5	LMT	Lockheed Martin Corp	89,015	$45,349,581
6	BA	Boeing Co This page	139,730	$30,247,353
7	HONA	Honeywell Aerospace Inc.	49,281	$10,895,043
8	NOC	Northrop Grumman Corp /De/	17,610	$8,968,949

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,247,353	139,730	-2.1%	Shares	Sole	2026-08-14
2026-03-31	$28,399,789	142,691	+5.8%	Shares	Sole	2026-05-15
2025-12-31	$29,292,310	134,913	+181.1%	Shares	Sole	2026-02-17
2025-09-30	$10,357,034	47,987	+8.9%	Shares	Sole	2025-11-14
2025-06-30	$9,232,520	44,063	+28.6%	Shares	Sole	2025-08-14
2025-03-31	$5,842,019	34,254	+2.3%	Shares	Sole	2025-05-15
2024-12-31	$5,928,084	33,492	+50.5%	Shares	Sole	2025-02-14
2024-09-30	$3,384,410	22,260	+62.1%	Shares	Sole	2024-11-14
2024-06-30	$2,499,725	13,734	+282.7%	Shares	Sole	2024-07-24
2024-03-31	$692,641	3,589	+110.7%	Shares	Sole	2024-04-11
2023-12-31	$443,903	1,703	—	Shares	Sole	2024-01-09
No filing history on record for this holder in this stock.