&PARTNERS

Position in BA — Boeing Co

CIK 107136 NASHVILLE, TN

Position in BA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,399,789

-$892,521 QoQ

Shares Held

142,691

+5.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

&PARTNERS holds $334,989,365 across 32 Aerospace & Defense names. BA ranks #6 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	184,735	$63,404,746
2	RTX	RTX Corp	257,633	$49,697,405
3	LHX	L3harris Technologies, Inc. /De/	141,348	$48,786,262
4	LMT	Lockheed Martin Corp	79,528	$48,065,927
5	GE	General Electric Co	149,710	$42,483,206
6	BA	Boeing Co This page	142,691	$28,399,789
7	NOC	Northrop Grumman Corp /De/	16,683	$11,381,809
8	HII	Huntington Ingalls Industries, Inc.	18,436	$7,003,836

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.