Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$664,995
-$91,916 QoQ
Shares Held
3,072
-19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,382
of 2,613 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 14%
Shared 38%
None 48%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Regal Investment Advisors LLC holds $8,855,189 across 12 Aerospace & Defense names. BA ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,423 | $2,026,737 | |
| 2 | WWD |
Woodward, Inc.
|
2,966 | $1,261,855 | |
| 3 | RTX |
RTX Corp
|
5,936 | $1,126,237 | |
| 4 | HEI |
Heico Corp
|
3,123 | $1,112,381 | |
| 5 | RKLB |
Rocket Lab Corp
|
6,667 | $677,700 | |
| 6 | BA |
Boeing Co
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|
3,072 | $664,995 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
2,322 | $513,347 | |
| 8 | DRS |
Leonardo DRS, Inc.
|
11,023 | $470,351 |
All Filings in BA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,995 | 3,072 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $756,911 | 3,803 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $860,446 | 3,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $925,694 | 4,289 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $803,966 | 3,837 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $627,624 | 3,680 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $723,753 | 4,089 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $516,479 | 3,397 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $626,114 | 3,440 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $602,707 | 3,123 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $992,853 | 3,809 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $722,633 | 3,770 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $850,130 | 4,026 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $740,530 | 3,486 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $770,151 | 4,043 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $731,081 | 6,038 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $475,375 | 3,477 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $529,306 | 2,764 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $568,527 | 2,824 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $619,570 | 2,817 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $710,534 | 2,966 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $604,933 | 2,826 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||