Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,980,075
+$611,115 QoQ
Shares Held
32,245
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#487
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)
Derivatives in BA
reported options exposure · as of Jun 30, 2026CallValue
$432,940
CallShares
2,000
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, 2026Mutual Advisors, LLC holds $41,412,429 across 16 Aerospace & Defense names. BA ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
40,314 | $7,648,775 | |
| 2 | BA |
Boeing Co
This page
|
32,245 | $6,980,075 | |
| 3 | LMT |
Lockheed Martin Corp
|
12,854 | $6,548,598 | |
| 4 | GE |
General Electric Co
|
12,577 | $4,700,402 | |
| 5 | RKLB |
Rocket Lab Corp
|
42,188 | $4,288,410 | |
| 6 | GD |
General Dynamics Corp
|
8,901 | $3,153,090 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
10,856 | $1,854,856 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
3,013 | $1,534,551 |
All Filings in BA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,980,075 | 32,245 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $432,940 | 2,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $6,368,960 | 32,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,642,297 | 25,987 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,831,354 | 22,385 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,574,914 | 12,289 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,813,117 | 10,631 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,759,557 | 9,941 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,889,335 | 25,581 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,064,357 | 11,342 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,188,313 | 11,339 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,080,219 | 11,817 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,365,139 | 12,339 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,495,277 | 11,817 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,712,943 | 12,771 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,601,902 | 13,659 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,921,176 | 15,867 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,967,127 | 14,388 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $1,000 | 200 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $2,615,890 | 13,660 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,631,252 | 13,070 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,335,542 | 10,619 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,523,525 | 10,534 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,600,691 | 10,210 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,262,186 | 10,568 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,734,734 | 10,497 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,163,306 | 11,802 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,626,669 | 10,907 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||