Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$982,340
+$76,754 QoQ
Shares Held
4,538
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,166
of 2,613 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Sep 30, 2023CallValue
$191,680
CallShares
1,000
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, 2026Avestar Capital, LLC holds $13,137,587 across 13 Aerospace & Defense names. BA ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,548 | $3,568,374 | |
| 2 | RTX |
RTX Corp
|
15,704 | $2,979,519 | |
| 3 | TDG |
TransDigm Group INC
|
886 | $1,180,187 | |
| 4 | BA |
Boeing Co
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|
4,538 | $982,340 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
2,884 | $775,392 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
2,897 | $639,657 | |
| 7 | GD |
General Dynamics Corp
|
1,686 | $597,248 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,059 | $539,359 |
All Filings in BA
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,340 | 4,538 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $905,586 | 4,550 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $911,252 | 4,197 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $903,896 | 4,188 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $901,398 | 4,302 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $411,025 | 2,410 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $517,902 | 2,926 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $309,097 | 2,033 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $433,547 | 2,382 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $409,331 | 2,121 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $512,718 | 1,967 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $322,022 | 1,680 | Shares | Sole | 2023-10-20 | |
| 2023-09-30 | $191,680 | 1,000 | Call | Sole | 2023-10-20 | |
| 2023-06-30 | $332,788 | 1,576 | Shares | Sole | 2023-08-02 | |
| 2023-06-30 | $211,160 | 1,000 | Call | Sole | 2023-08-02 | |
| 2023-03-31 | $297,826 | 1,402 | Shares | Sole | 2023-04-20 | |
| 2023-03-31 | $212,430 | 1,000 | Call | Sole | 2023-04-20 | |
| 2022-12-31 | $57,147 | 300 | Put | Sole | 2023-01-20 | |
| 2022-12-31 | $274,686 | 1,442 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $191,306 | 1,580 | Shares | Sole | 2022-10-26 | |
| 2022-09-30 | $36,324 | 300 | Put | Sole | 2022-10-26 | |
| 2022-06-30 | $172,403 | 1,261 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $41,016 | 300 | Put | Sole | 2022-07-28 | |
| 2022-03-31 | $2,681,000 | 14,000 | Call | Sole | 2022-04-26 | |
| 2022-03-31 | $2,566,100 | 13,400 | Put | Sole | 2022-04-26 | |
| 2022-03-31 | $688,059 | 3,593 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,825,080 | 19,000 | Put | Sole | 2022-02-01 | |
| 2021-12-31 | $694,151 | 3,448 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $829,833 | 3,773 | Shares | Sole | 2021-11-09 | |
| 2021-09-30 | $5,146,596 | 23,400 | Call | Sole | 2021-11-09 | |
| 2021-06-30 | $4,910,980 | 20,500 | Put | Sole | 2021-08-03 | |
| 2021-06-30 | $1,002,798 | 4,186 | Shares | Sole | 2021-08-03 | |
| 2021-06-30 | $1,149,888 | 4,800 | Call | Sole | 2021-08-03 | |
| 2021-03-31 | $833,698 | 3,273 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $329,010 | 1,537 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||