Roundview Capital LLC

Position in BA — Boeing Co

CIK 1476804 PRINCETON, NJ

Position in BA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$787,950

-$371,200 QoQ

Shares Held

3,640

-37.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,292

of 2,613 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Roundview Capital LLC holds $31,122,776 across 10 Aerospace & Defense names. BA ranks #9 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp	25,193	$8,973,494
2	RTX	RTX Corp	31,130	$5,906,294
3	TDG	TransDigm Group INC	3,846	$5,123,025
4	GE	General Electric Co	6,848	$2,559,303
5	LMT	Lockheed Martin Corp	4,525	$2,305,306
6	MOG-A	Moog Inc.	4,015	$1,701,717
7	SPCX	Space Exploration Technologies Corp	9,107	$1,556,022
8	HONA	Honeywell Aerospace Inc.	6,684	$1,475,827

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$787,950	3,640	-37.5%	Shares	Sole	2026-07-30
2026-03-31	$1,159,150	5,824	+72.4%	Shares	Sole	2026-05-08
2025-12-31	$733,431	3,378	+6.3%	Shares	Sole	2026-02-09
2025-09-30	$685,907	3,178	+2.1%	Shares	Sole	2025-11-12
2025-06-30	$652,476	3,114	+6.4%	Shares	Sole	2025-07-23
2025-03-31	$499,370	2,928	-5.4%	Shares	Sole	2025-05-06
2024-12-31	$547,638	3,094	+14.0%	Shares	Sole	2025-02-12
2024-09-30	$412,788	2,715	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$502,893	2,763	-9.6%	Shares	Sole	2024-08-09
2024-03-31	$589,584	3,055	-49.2%	Shares	Sole	2024-05-06
2023-12-31	$1,566,045	6,008	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,151,613	6,008	-1.4%	Shares	Sole	2023-11-13
2023-06-30	$1,287,020	6,095	+3.8%	Shares	Sole	2023-08-09
2023-03-31	$1,246,964	5,870	+1.0%	Shares	Sole	2023-05-09
2022-12-31	$1,107,508	5,814	+104.4%	Shares	Sole	2023-02-13
2022-09-30	$344,472	2,845	-31.3%	Shares	Sole	2022-11-10
2022-06-30	$566,020	4,140	-2.3%	Shares	Sole	2022-08-11
2022-03-31	$811,768	4,239	+0.6%	Shares	Sole	2022-05-17
2021-12-31	$847,959	4,212	-5.2%	Shares	Sole	2022-02-10
2021-09-30	$977,193	4,443	-27.8%	Shares	Sole	2021-11-10
2021-06-30	$1,474,491	6,155	-6.9%	Shares	Sole	2021-08-10
2021-03-31	$1,684,718	6,614	+25.9%	Shares	Sole	2021-05-14
2020-12-31	$1,124,885	5,255	+9.2%	Shares	Sole	2021-02-08
2020-09-30	$795,396	4,813	-2.3%	Shares	Sole	2020-11-05
2020-06-30	$903,302	4,928	-19.3%	Shares	Sole	2020-08-13
2020-03-31	$910,797	6,107	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.