Position in BA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$42,161,211
New position
Shares Held
194,767
first reported quarter
Ownership
0.025%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#5
of 288 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.09601215811713483.ToString("F0")%
Shared 0.ToString("F0")%
None 99.90398784188287.ToString("F0")%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,777,633,496 across 16 Aerospace & Defense names. BA ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
983,679 | $1,310,299,774 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
173,589 | $88,410,612 | |
| 3 | GE |
General Electric Co
|
222,589 | $83,188,186 | |
| 4 | GD |
General Dynamics Corp
|
216,523 | $76,701,106 | |
| 5 | BA |
Boeing Co
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|
194,767 | $42,161,211 | |
| 6 | LMT |
Lockheed Martin Corp
|
79,817 | $40,663,568 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
67,385 | $37,776,703 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
127,981 | $34,408,970 |
All Filings in BA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,161,211 | 194,767 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||