Atria Investments, Inc

Position in BA — Boeing Co

CIK 1535865 Charlotte, NC

Position in BA

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$15,037,313

-$1,294,453 QoQ

Shares Held

75,553

+0.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Industrials · as of Mar 31, 2026

Atria Investments, Inc holds $101,153,731 across 28 Aerospace & Defense names. BA ranks #1 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	75,553	$15,037,313
2	RTX	RTX Corp	77,419	$14,934,125
3	GD	General Dynamics Corp	35,994	$12,353,860
4	GE	General Electric Co	32,635	$9,260,833
5	NOC	Northrop Grumman Corp /De/	13,295	$9,070,380
6	LHX	L3harris Technologies, Inc. /De/	17,578	$6,067,046
7	HWM	Howmet Aerospace Inc.	23,443	$5,402,673
8	LMT	Lockheed Martin Corp	8,536	$5,159,073

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,037,313	75,553	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$16,331,766	75,220	-5.2%	Shares	Sole	2026-02-05
2025-09-30	$17,132,585	79,380	+3.3%	Shares	Sole	2025-11-06
2025-06-30	$16,098,608	76,832	+1.1%	Shares	Sole	2025-08-04
2025-03-31	$12,965,722	76,023	+15.4%	Shares	Sole	2025-05-06
2024-12-31	$11,659,698	65,874	+0.5%	Shares	Sole	2025-02-06
2024-09-30	$9,968,046	65,562	-6.1%	Shares	Sole	2024-11-01
2024-06-30	$12,701,385	69,784	+9.4%	Shares	Sole	2024-08-13
2024-03-31	$12,306,007	63,765	+18.2%	Shares	Sole	2024-05-21
2023-12-31	$14,055,829	53,924	+1.9%	Shares	Sole	2024-02-14
2023-09-30	$10,145,047	52,927	-3.1%	Shares	Sole	2023-11-07
2023-06-30	$11,536,304	54,633	-2.4%	Shares	Sole	2023-08-04
2023-03-31	$11,890,769	55,975	+2.1%	Shares	Sole	2023-05-10
2022-12-31	$10,445,328	54,834	+5.6%	Shares	Sole	2023-01-31
2022-09-30	$6,286,352	51,919	-20.0%	Shares	Sole	2022-11-01
2022-06-30	$8,875,999	64,921	+13.2%	Shares	Sole	2022-08-11
2022-03-31	$10,981,376	57,344	+3.7%	Shares	Sole	2022-05-02
2021-12-31	$11,134,203	55,306	+18.2%	Shares	Sole	2022-02-04
2021-09-30	$10,289,892	46,785	+30.2%	Shares	Sole	2021-11-16
2021-06-30	$8,607,390	35,930	+7.3%	Shares	Sole	2021-08-10
2021-03-31	$8,530,572	33,490	+0.0%	Shares	Sole	2021-05-11
2020-12-31	$7,168,441	33,488	+40.3%	Shares	Sole	2021-02-12
2020-09-30	$3,943,599	23,863	+5.3%	Shares	Sole	2020-11-05
2020-06-30	$4,155,227	22,669	+471.0%	Shares	Sole	2020-09-22
2020-03-31	$592,085	3,970	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.