Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,765,279
+$667,577 QoQ
Shares Held
17,394
+11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#663
of 2,613 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Horizon Investments, LLC holds $112,206,551 across 24 Aerospace & Defense names. BA ranks #12 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
37,266 | $13,927,422 | |
| 2 | RTX |
RTX Corp
|
69,115 | $13,113,188 | |
| 3 | WWD |
Woodward, Inc.
|
28,447 | $12,102,491 | |
| 4 | GD |
General Dynamics Corp
|
29,987 | $10,622,594 | |
| 5 | LMT |
Lockheed Martin Corp
|
20,738 | $10,565,181 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
38,167 | $10,261,579 | |
| 7 | CW |
Curtiss Wright Corp
|
12,097 | $9,166,622 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
23,194 | $5,127,729 |
All Filings in BA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,765,279 | 17,394 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,097,702 | 15,564 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,941,324 | 13,547 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,047,087 | 14,118 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,474,549 | 11,810 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,844,327 | 10,814 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,435,824 | 8,112 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,207,805 | 7,944 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,603,690 | 8,811 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,678,241 | 8,696 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,351,674 | 9,022 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,443,733 | 7,532 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,611,995 | 7,634 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,538,205 | 7,241 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,182,180 | 6,206 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $653,347 | 5,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $601,568 | 4,400 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $789,364 | 3,589 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||