Position in BA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$484,676
+$121,049 QoQ
Shares Held
2,239
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,566
of 2,613 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $8,891,083 across 10 Aerospace & Defense names. BA ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
11,357 | $4,023,103 | |
| 2 | RTX |
RTX Corp
|
7,301 | $1,385,218 | |
| 3 | GE |
General Electric Co
|
2,447 | $914,517 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
5,247 | $896,502 | |
| 5 | BA |
Boeing Co
This page
|
2,239 | $484,676 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
529 | $269,424 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,142 | $252,153 | |
| 8 | TDG |
TransDigm Group INC
|
177 | $235,771 |
All Filings in BA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,676 | 2,239 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $363,627 | 1,827 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $466,590 | 2,149 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $457,991 | 2,122 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $580,817 | 2,772 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $945,870 | 5,546 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $729,948 | 4,124 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $288,115 | 1,895 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $404,790 | 2,224 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $556,390 | 2,883 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $502,813 | 1,929 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $358,824 | 1,872 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $371,008 | 1,757 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $367,079 | 1,728 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $253,923 | 1,333 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $39,257 | 205 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $40,264 | 200 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $59,603 | 271 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $23,956 | 100 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $25,472 | 100 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $21,406 | 100 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $16,526 | 100 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $186,049 | 1,015 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $21,625 | 145 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||