Position in BA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$652,440
+$52,763 QoQ
Shares Held
3,014
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,392
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Allred Capital Management, LLC holds $7,060,338 across 8 Aerospace & Defense names. BA ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
12,191 | $2,312,998 | |
| 2 | GE |
General Electric Co
|
4,941 | $1,846,599 | |
| 3 | TDG |
TransDigm Group INC
|
794 | $1,057,639 | |
| 4 | BA |
Boeing Co
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|
3,014 | $652,440 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
1,593 | $352,180 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
6,500 | $324,090 | |
| 7 | GD |
General Dynamics Corp
|
838 | $296,853 | |
| 8 | LMT |
Lockheed Martin Corp
|
427 | $217,539 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,440 | 3,014 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $599,677 | 3,013 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $653,748 | 3,011 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $650,079 | 3,012 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $630,685 | 3,010 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $518,642 | 3,041 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $538,611 | 3,043 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $461,897 | 3,038 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $582,614 | 3,201 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $595,567 | 3,086 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $785,107 | 3,012 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $576,381 | 3,007 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $695,349 | 3,293 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $717,376 | 3,377 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $652,809 | 3,427 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $414,941 | 3,427 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $468,539 | 3,427 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $767,340 | 4,007 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $965,530 | 4,796 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,090,022 | 4,956 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,245,712 | 5,200 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,319,194 | 5,179 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $964,554 | 4,506 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $774,077 | 4,684 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $851,245 | 4,644 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $672,173 | 4,507 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||