Position in BA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,991,740
+$458,413 QoQ
Shares Held
9,201
+19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#26
of 104 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Jun 30, 2021CallValue
$239,560
CallShares
1,000
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, 2026Dynamic Advisor Solutions LLC holds $34,061,074 across 11 Aerospace & Defense names. BA ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
22,520 | $8,416,399 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
16,441 | $8,373,565 | |
| 3 | RTX |
RTX Corp
|
31,443 | $5,965,680 | |
| 4 | LMT |
Lockheed Martin Corp
|
10,713 | $5,457,844 | |
| 5 | BA |
Boeing Co
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|
9,201 | $1,991,740 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
2,677 | $1,500,752 | |
| 7 | GD |
General Dynamics Corp
|
2,895 | $1,025,524 | |
| 8 | RKLB |
Rocket Lab Corp
|
6,398 | $650,356 |
All Filings in BA
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,991,740 | 9,201 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,533,327 | 7,704 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,625,360 | 7,486 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,823,763 | 8,450 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,428,785 | 6,819 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,359,965 | 7,974 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,407,327 | 7,951 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,538,003 | 16,693 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,316,040 | 18,219 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,800,552 | 19,693 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $6,178,423 | 23,703 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,490,679 | 23,428 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,813,760 | 18,061 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,363,737 | 20,542 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,358,601 | 22,881 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,077,006 | 25,413 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,305,479 | 24,177 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,780,976 | 19,744 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,946,519 | 14,636 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,743,311 | 12,473 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,189,185 | 17,487 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $239,560 | 1,000 | Call | Sole | 2021-08-10 | |
| 2021-03-31 | $127,360 | 500 | Call | Sole | 2021-04-27 | |
| 2021-03-31 | $3,055,111 | 11,994 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,564,992 | 7,311 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,254,807 | 13,644 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,795,973 | 9,798 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,394,160 | 9,348 | Shares | Sole | 2020-05-07 | |
| 2020-03-31 | $298,280 | 2,000 | Put | Sole | 2020-05-07 | |
| 2020-03-31 | $149,140 | 1,000 | Call | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||