Position in BA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$63,984,363
-$2,797,406 QoQ
Shares Held
321,481
+4.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$65,136
PutShares
300
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 Mar 31, 2026Cetera Investment Advisers holds $770,139,860 across 46 Aerospace & Defense names. BA ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
245,231 | $148,215,164 | |
| 2 | RTX |
RTX Corp
|
661,761 | $127,653,696 | |
| 3 | GE |
General Electric Co
|
383,987 | $108,963,990 | |
| 4 | BA |
Boeing Co
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|
321,481 | $63,984,363 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
87,133 | $59,445,617 | |
| 6 | GD |
General Dynamics Corp
|
150,760 | $51,743,847 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
114,737 | $39,601,475 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
125,572 | $28,939,323 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,984,363 | 321,481 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $65,136 | 300 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $66,781,769 | 307,580 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,926,182 | 268,388 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,405,729 | 202,385 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $35,488,896 | 208,085 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $44,154,066 | 249,458 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,007,785 | 236,831 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,633,695 | 228,744 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $57,707,290 | 299,017 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $20,579,107 | 78,950 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,173,191 | 84,376 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,368,965 | 82,255 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,321,662 | 86,248 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,781,026 | 88,094 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,017,552 | 124,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,166,986 | 88,992 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,705,502 | 87,235 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,853,503 | 83,715 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,593,067 | 84,537 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $23,586,358 | 98,457 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $19,726,790 | 77,445 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,621,884 | 72,979 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $3,851,053 | 23,303 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,548,871 | 19,361 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,761,923 | 18,519 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||