Synergy Asset Management, LLC

Position in BA — Boeing Co

CIK 1699080 VANCOUVER, WA

Position in BA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$534,680

+$203,495 QoQ

Shares Held

2,470

+48.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,510

of 2,613 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Synergy Asset Management, LLC holds $29,534,098 across 5 Aerospace & Defense names. BA ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	126,392	$23,980,354
2	GE	General Electric Co	6,939	$2,593,312
3	LHX	L3harris Technologies, Inc. /De/	5,359	$1,557,271
4	SPCX	Space Exploration Technologies Corp	5,083	$868,481
5	BA	Boeing Co This page	2,470	$534,680

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,680	2,470	+48.4%	Shares	Sole	2026-07-22
2026-03-31	$331,185	1,664	+3.9%	Shares	Sole	2026-05-13
2025-12-31	$347,609	1,601	-67.5%	Shares	Sole	2026-01-13
2025-09-30	$1,064,257	4,931	+208.2%	Shares	Other	2025-10-21
2025-06-30	$335,248	1,600	-0.4%	Shares	Sole	2025-07-21
2025-03-31	$273,903	1,606	-4.2%	Shares	Sole	2025-04-22
2024-12-31	$296,652	1,676	-93.7%	Shares	Sole	2025-01-23
2024-09-30	$4,019,177	26,435	+1364.5%	Shares	Sole	2024-10-15
2024-06-30	$328,528	1,805	+21.1%	Shares	Sole	2024-08-05
2024-03-31	$287,555	1,490	-2.0%	Shares	Sole	2024-04-18
2023-12-31	$396,203	1,520	+6.6%	Shares	Sole	2024-01-19
2023-09-30	$273,335	1,426	+8.9%	Shares	Sole	2023-11-14
2023-06-30	$276,408	1,309	+1.2%	Shares	Sole	2023-08-02
2023-03-31	$274,884	1,294	+19.4%	Shares	Sole	2023-05-15
2022-12-31	$206,491	1,084	-47.2%	Shares	Sole	2023-02-10
2022-09-30	$248,698	2,054	-2.8%	Shares	Sole	2022-11-09
2022-06-30	$289,026	2,114	+0.0%	Shares	Sole	2022-08-08
2022-03-31	$404,639	2,113	+60.1%	Shares	Sole	2022-05-05
2021-12-31	$265,742	1,320	-25.8%	Shares	Sole	2022-02-04
2021-09-30	$391,053	1,778	-9.9%	Shares	Sole	2021-11-10
2021-06-30	$472,651	1,973	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.