Position in BA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,236,568
+$192,729 QoQ
Shares Held
10,332
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#846
of 2,613 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)
Derivatives in BA
reported options exposure · as of Sep 30, 2020CallValue
$826,300
CallShares
5,000
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, 2026Plancorp, LLC holds $7,164,059 across 7 Aerospace & Defense names. BA ranks #1 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
10,332 | $2,236,568 | |
| 2 | GE |
General Electric Co
|
5,937 | $2,218,835 | |
| 3 | WWD |
Woodward, Inc.
|
1,972 | $838,967 | |
| 4 | RTX |
RTX Corp
|
3,121 | $592,147 | |
| 5 | DCO |
Ducommun Inc /De/
|
3,111 | $576,188 | |
| 6 | LMT |
Lockheed Martin Corp
|
757 | $385,661 | |
| 7 | TDG |
TransDigm Group INC
|
237 | $315,693 |
All Filings in BA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,236,568 | 10,332 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,043,839 | 10,269 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,127,558 | 9,799 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,906,210 | 8,832 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,153,339 | 10,277 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,783,611 | 10,458 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,949,301 | 11,013 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,685,211 | 11,084 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,021,767 | 11,108 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,140,066 | 11,089 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,686,883 | 10,308 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,406,159 | 12,553 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,544,266 | 12,049 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,700,622 | 12,713 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,718,482 | 14,271 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,706,622 | 14,095 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,455,794 | 10,648 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,248,976 | 11,744 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,397,721 | 11,910 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,828,208 | 12,859 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,962,878 | 12,368 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,346,766 | 13,139 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,864,550 | 13,382 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,727,250 | 34,656 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $826,300 | 5,000 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $5,132,400 | 28,000 | Call | Sole | 2020-08-11 | |
| 2020-06-30 | $6,397,170 | 34,900 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,174,412 | 34,695 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $2,386,240 | 16,000 | Call | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||