Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$342,022
+$27,555 QoQ
Shares Held
1,580
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,823
of 2,613 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Alpha Family Trust holds $3,717,560 across 8 Aerospace & Defense names. BA ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
2,265 | $846,498 | |
| 2 | RTX |
RTX Corp
|
3,440 | $652,671 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
2,640 | $583,651 | |
| 4 | GD |
General Dynamics Corp
|
1,160 | $410,918 | |
| 5 | BA |
Boeing Co
This page
|
1,580 | $342,022 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,080 | $313,837 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
560 | $285,213 | |
| 8 | LMT |
Lockheed Martin Corp
|
555 | $282,750 |
All Filings in BA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,022 | 1,580 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $314,467 | 1,580 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $343,049 | 1,580 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $341,011 | 1,580 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $331,057 | 1,580 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $520,380 | 2,940 | Shares | Defined | 2025-02-14 | |
| 2023-12-31 | $242,413 | 930 | Shares | Defined | 2024-02-09 | |
| 2023-06-30 | $222,773 | 1,055 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $224,113 | 1,055 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $200,966 | 1,055 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||