Position in BA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$383,368
+$32,280 QoQ
Shares Held
1,771
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,728
of 2,609 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Allen Capital Group, LLC holds $4,874,998 across 8 Aerospace & Defense names. BA ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,842 | $938,425 | |
| 2 | GD |
General Dynamics Corp
|
2,320 | $821,836 | |
| 3 | RTX |
RTX Corp
|
4,267 | $809,577 | |
| 4 | GE |
General Electric Co
|
1,959 | $732,137 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,333 | $678,910 | |
| 6 | BA |
Boeing Co
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|
1,771 | $383,368 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,636 | $279,526 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
860 | $231,219 |
All Filings in BA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,368 | 1,771 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $351,088 | 1,764 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $349,997 | 1,612 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $319,428 | 1,480 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $304,866 | 1,455 | Shares | Sole | 2025-08-12 | |
| 2022-06-30 | $207,814 | 1,520 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $268,674 | 1,403 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $286,679 | 1,424 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $320,452 | 1,457 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $344,487 | 1,438 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $391,504 | 1,537 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $309,744 | 1,447 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $232,355 | 1,406 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $846,479 | 4,618 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $816,541 | 5,475 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||