Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,993,361
+$1,863,551 QoQ
Shares Held
69,263
+5.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#336
of 2,609 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)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $65,226,263 across 23 Aerospace & Defense names. BA ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
69,263 | $14,993,361 | |
| 2 | TDG |
TransDigm Group INC
|
7,802 | $10,392,576 | |
| 3 | GE |
General Electric Co
|
26,646 | $9,958,409 | |
| 4 | RTX |
RTX Corp
|
35,861 | $6,803,907 | |
| 5 | LMT |
Lockheed Martin Corp
|
9,414 | $4,796,056 | |
| 6 | GD |
General Dynamics Corp
|
11,997 | $4,249,817 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
5,175 | $1,503,803 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
8,006 | $1,367,905 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,993,361 | 69,263 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,129,810 | 65,969 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,609,897 | 76,501 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,962,570 | 73,959 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,818,257 | 75,494 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,609,890 | 79,800 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,806,481 | 72,353 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,926,962 | 71,869 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,485,302 | 74,091 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $14,619,764 | 75,754 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,240,160 | 62,304 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,878,995 | 51,539 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,589,040 | 50,147 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,012,675 | 47,134 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,997,414 | 47,233 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,346,045 | 27,635 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,224,464 | 8,956 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,503,479 | 13,073 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,980,384 | 9,837 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,173,886 | 9,884 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,483,039 | 10,365 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,067,083 | 12,041 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,478,600 | 11,579 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,920,651 | 11,622 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,492,330 | 13,597 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,741,955 | 11,680 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||