Position in BA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$9,482,784
-$812,829 QoQ
Shares Held
47,645
+0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
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")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Prospera Financial Services Inc holds $103,948,521 across 24 Aerospace & Defense names. BA ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
69,764 | $19,129,288 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
46,678 | $16,110,911 | |
| 3 | RTX |
RTX Corp
|
65,836 | $12,699,764 | |
| 4 | GE |
General Electric Co
|
37,613 | $10,673,441 | |
| 5 | BA |
Boeing Co
This page
|
47,645 | $9,482,784 | |
| 6 | TDG |
TransDigm Group INC
|
6,949 | $8,053,613 | |
| 7 | LMT |
Lockheed Martin Corp
|
9,871 | $5,965,933 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
24,065 | $5,546,019 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,482,784 | 47,645 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,295,613 | 47,419 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,235,306 | 47,423 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,774,155 | 46,648 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,845,325 | 28,410 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,711,032 | 26,616 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,410,257 | 22,430 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,861,524 | 21,216 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,740,146 | 19,380 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $8,693,271 | 33,351 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,786,052 | 30,186 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,638,870 | 31,440 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,579,049 | 26,263 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,157,943 | 16,578 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,031,238 | 16,776 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,352,951 | 17,210 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,910,608 | 15,199 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,816,896 | 33,861 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $18,486,176 | 84,051 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,967,086 | 83,349 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,883,473 | 81,986 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $17,668,726 | 82,541 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,120,168 | 73,340 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $19,088,128 | 104,136 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,590,992 | 24,078 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||