Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$29,898,835
+$7,608,073 QoQ
Shares Held
138,120
+23.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#233
of 2,613 holders
Holding Since
Mar 2020
25 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, 2026IEQ CAPITAL, LLC holds $300,190,599 across 30 Aerospace & Defense names. BA ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
244,985 | $91,558,243 | |
| 2 | GD |
General Dynamics Corp
|
96,447 | $34,165,384 | |
| 3 | LMT |
Lockheed Martin Corp
|
66,452 | $33,854,635 | |
| 4 | BA |
Boeing Co
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|
138,120 | $29,898,835 | |
| 5 | TXT |
Textron Inc
|
225,906 | $20,722,357 | |
| 6 | RTX |
RTX Corp
|
108,476 | $20,581,150 | |
| 7 | CW |
Curtiss Wright Corp
|
24,545 | $18,599,219 | |
| 8 | WWD |
Woodward, Inc.
|
22,150 | $9,423,496 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,898,835 | 138,120 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $22,290,762 | 111,997 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,726,375 | 12,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,703,813 | 54,227 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,016,111 | 33,485 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,660,986 | 9,739 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,644,684 | 9,292 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,678,184 | 17,615 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,306,319 | 29,154 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,055,951 | 26,198 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,566,654 | 21,356 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,217,923 | 16,788 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,204,985 | 15,178 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,945,128 | 13,864 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $2,525,706 | 13,259 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $2,186,704 | 18,060 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $1,209,150 | 8,844 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,576,619 | 8,233 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $1,332,134 | 6,617 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,637,012 | 7,443 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,092,077 | 8,733 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,776,161 | 6,973 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $1,186,070 | 7,177 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $1,446,053 | 7,889 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,016,835 | 6,818 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||