Position in BA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,718,521
+$1,003,155 QoQ
Shares Held
17,178
+25.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#668
of 2,613 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $58,410,096 across 20 Aerospace & Defense names. BA ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
61,777 | $11,720,950 | |
| 2 | GE |
General Electric Co
|
23,800 | $8,894,774 | |
| 3 | TDG |
TransDigm Group INC
|
5,442 | $7,248,961 | |
| 4 | BA |
Boeing Co
This page
|
17,178 | $3,718,521 | |
| 5 | LMT |
Lockheed Martin Corp
|
7,179 | $3,657,413 | |
| 6 | GD |
General Dynamics Corp
|
9,734 | $3,448,172 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
10,344 | $2,781,087 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
12,287 | $2,716,409 |
All Filings in BA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,718,521 | 17,178 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,715,366 | 13,643 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,799,545 | 12,894 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,947,806 | 13,658 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,613,677 | 12,474 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,028,692 | 11,895 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,098,512 | 11,856 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,288,082 | 8,472 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,367,987 | 7,516 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,440,670 | 7,465 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,940,092 | 7,443 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||