Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$899,432
+$80,623 QoQ
Shares Held
4,155
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,211
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Sep 30, 2021CallValue
$124,970
CallShares
1,200
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, 2026CRA Financial Services, LLC holds $5,895,111 across 8 Aerospace & Defense names. BA ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
2,341 | $1,192,645 | |
| 2 | RTX |
RTX Corp
|
5,640 | $1,070,077 | |
| 3 | GE |
General Electric Co
|
2,459 | $919,002 | |
| 4 | BA |
Boeing Co
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|
4,155 | $899,432 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
4,995 | $853,445 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,888 | $416,870 | |
| 7 | GD |
General Dynamics Corp
|
938 | $332,277 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
415 | $211,363 |
All Filings in BA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,432 | 4,155 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $818,809 | 4,114 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $746,892 | 3,440 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $723,246 | 3,351 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $720,573 | 3,439 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $552,411 | 3,239 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $582,330 | 3,290 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $451,862 | 2,972 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $548,760 | 3,015 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $584,952 | 3,031 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $900,840 | 3,456 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $649,986 | 3,391 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $739,271 | 3,501 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,046,217 | 4,925 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $941,020 | 4,940 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $633,490 | 5,232 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $728,991 | 5,332 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $936,626 | 4,891 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,012,840 | 5,031 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,035,477 | 4,708 | Shares | Sole | 2021-10-12 | |
| 2021-09-30 | $124,970 | 1,200 | Call | Sole | 2021-10-12 | |
| 2021-06-30 | $77,868 | 500 | Call | Sole | 2021-07-23 | |
| 2021-06-30 | $1,014,297 | 4,234 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $954,181 | 3,746 | Shares | Sole | 2021-04-16 | |
| 2021-03-31 | $25,472 | 100 | Call | Sole | 2021-04-16 | |
| 2020-12-31 | $722,024 | 3,373 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $588,986 | 3,564 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $788,006 | 4,299 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $705,283 | 4,729 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||