Monte Financial Group, LLC

Position in BA — Boeing Co

CIK 1755651 GUILFORD, CT

Position in BA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$323,406

+$105,668 QoQ

Shares Held

1,494

+36.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,865

of 2,613 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Monte Financial Group, LLC holds $9,595,658 across 4 Aerospace & Defense names. BA ranks #3 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	40,180	$7,623,351
2	GE	General Electric Co	3,827	$1,430,264
3	BA	Boeing Co This page	1,494	$323,406
4	AXON	Axon Enterprise, Inc.	390	$218,637

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,406	1,494	+36.6%	Shares	Sole	2026-08-07
2026-03-31	$217,738	1,094	0.0%	Shares	Sole	2026-05-14
2025-12-31	$237,529	1,094	+0.9%	Shares	Sole	2026-01-22
2025-09-30	$233,959	1,084	0.0%	Shares	Sole	2025-10-31
2025-06-30	$227,130	1,084	-15.6%	Shares	Sole	2025-07-23
2024-12-31	$227,268	1,284	0.0%	Shares	Sole	2025-01-21
2024-06-30	$233,700	1,284	0.0%	Shares	Sole	2024-07-22
2024-03-31	$247,799	1,284	-10.5%	Shares	Sole	2024-04-29
2023-12-31	$373,786	1,434	-6.5%	Shares	Sole	2024-01-22
2023-09-30	$294,037	1,534	0.0%	Shares	Sole	2023-10-24
2023-06-30	$323,919	1,534	-15.0%	Shares	Sole	2023-07-25
2023-03-31	$383,223	1,804	-48.2%	Shares	Sole	2023-04-26
2022-12-31	$663,857	3,485	-2.5%	Shares	Sole	2023-01-23
2022-09-30	$432,982	3,576	-2.7%	Shares	Sole	2022-10-24
2022-06-30	$502,582	3,676	-0.0%	Shares	Sole	2022-07-20
2022-03-31	$704,145	3,677	+20.8%	Shares	Sole	2022-04-22
2021-12-31	$612,616	3,043	-1.6%	Shares	Sole	2022-01-26
2021-09-30	$680,274	3,093	-0.3%	Shares	Sole	2021-10-25
2021-06-30	$743,354	3,103	-23.4%	Shares	Sole	2021-10-25
2021-03-31	$1,032,380	4,053	-0.5%	Shares	Sole	2021-04-30
2020-12-31	$871,866	4,073	+0.4%	Shares	Sole	2021-02-03
2020-09-30	$670,625	4,058	-52.2%	Shares	Sole	2020-11-03
2020-06-30	$1,556,217	8,490	-20.1%	Shares	Sole	2020-08-03
2020-03-31	$1,584,910	10,627	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.