Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,037,439
-$2,445,345 QoQ
Shares Held
32,510
-31.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#486
of 2,612 holders
Holding Since
Mar 2020
26 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, 2026Prospera Financial Services Inc holds $157,567,569 across 27 Aerospace & Defense names. BA ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
157,316 | $34,735,372 | |
| 2 | HEI |
Heico Corp
|
69,140 | $24,626,976 | |
| 3 | GE |
General Electric Co
|
37,618 | $14,058,975 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
45,807 | $13,311,056 | |
| 5 | RTX |
RTX Corp
|
67,103 | $12,731,452 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
39,919 | $10,732,622 | |
| 7 | TDG |
TransDigm Group INC
|
7,218 | $9,614,664 | |
| 8 | BA |
Boeing Co
This page
|
32,510 | $7,037,439 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,037,439 | 32,510 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||