Position in BA
as of Sep 30, 2026
· filed Oct 1, 2026
Position Value
$55,815
-$9,126 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#111
of 123 holders
Holding Since
Dec 2023
12 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 Sep 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $7,742,012 across 13 Aerospace & Defense names. BA ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
|
118,000 | $7,259,360 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
1,171 | $176,657 | |
| 3 | RTX |
RTX Corp
|
391 | $72,589 | |
| 4 | BA |
Boeing Co
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|
300 | $55,815 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
220 | $49,759 | |
| 6 | GE |
General Electric Co
|
125 | $39,036 | |
| 7 | HEI |
Heico Corp
|
99 | $22,604 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
51 | $21,548 |
All Filings in BA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $55,815 | 300 | Shares | Sole | 2026-10-01 | |
| 2026-06-30 | $64,941 | 300 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $59,709 | 300 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $65,136 | 300 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $71,439 | 331 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $56,782 | 271 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $46,219 | 271 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $47,967 | 271 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $41,202 | 271 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $43,864 | 241 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $46,510 | 241 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $62,819 | 241 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||