Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,379,312
+$173,139 QoQ
Shares Held
15,611
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#694
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, 2026Foundations Investment Advisors, LLC holds $75,602,817 across 16 Aerospace & Defense names. BA ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
228,910 | $43,431,093 | |
| 2 | RKLB |
Rocket Lab Corp
|
94,052 | $9,560,384 | |
| 3 | GE |
General Electric Co
|
14,156 | $5,290,521 | |
| 4 | LMT |
Lockheed Martin Corp
|
10,205 | $5,199,038 | |
| 5 | BA |
Boeing Co
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|
15,611 | $3,379,312 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
2,641 | $1,480,571 | |
| 7 | GD |
General Dynamics Corp
|
3,609 | $1,278,451 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,208 | $1,124,556 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,379,312 | 15,611 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,206,173 | 16,109 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $3,313,684 | 15,262 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,571,830 | 11,916 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,787,795 | 13,305 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,022,211 | 11,857 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,069,484 | 11,692 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,860,361 | 12,236 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $12,377,772 | 68,006 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,375,068 | 48,578 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,002,979 | 42,212 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,188,777 | 27,070 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,189,203 | 19,839 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,447,618 | 11,522 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,503,156 | 7,891 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $896,234 | 7,402 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $712,447 | 5,211 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $412,682 | 2,155 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $446,326 | 2,217 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $444,718 | 2,022 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $449,654 | 1,877 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $464,609 | 1,824 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $304,393 | 1,422 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $224,257 | 1,357 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $304,827 | 1,663 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $255,029 | 1,710 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||