Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,340,132
+$745,975 QoQ
Shares Held
15,430
+18.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#698
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Dec 31, 2020CallValue
$3,000
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $54,382,986 across 22 Aerospace & Defense names. BA ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
25,258 | $9,439,672 | |
| 2 | WWD |
Woodward, Inc.
|
20,842 | $8,867,020 | |
| 3 | RKLB |
Rocket Lab Corp
|
57,291 | $5,823,630 | |
| 4 | TDG |
TransDigm Group INC
|
3,611 | $4,809,996 | |
| 5 | RTX |
RTX Corp
|
19,959 | $3,786,821 | |
| 6 | BA |
Boeing Co
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|
15,430 | $3,340,132 | |
| 7 | GD |
General Dynamics Corp
|
8,765 | $3,104,913 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
3,685 | $1,876,807 |
All Filings in BA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,340,132 | 15,430 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,594,157 | 13,034 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,265,647 | 10,435 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,512,045 | 11,639 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,332,487 | 11,132 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,791,116 | 10,502 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,072,847 | 11,711 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,822,047 | 11,984 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,395,433 | 13,161 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,667,314 | 13,821 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,894,521 | 14,941 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $2,853,156 | 14,885 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,145,861 | 14,898 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,176,040 | 14,951 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,718,292 | 14,270 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,677,926 | 13,858 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,010,057 | 14,702 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,924,588 | 15,272 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,920,347 | 14,506 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,939,498 | 13,365 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,852,440 | 11,907 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,902,279 | 11,394 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,000 | 200 | Call | Sole | 2021-01-27 | |
| 2020-12-31 | $2,199,680 | 10,276 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,776,049 | 10,747 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,818,702 | 9,922 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,487,820 | 9,976 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||