Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$948,788
+$92,163 QoQ
Shares Held
4,383
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,178
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Mar 31, 2025CallValue
$85,275
CallShares
500
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, 2026Perennial Investment Advisors, LLC holds $8,296,444 across 13 Aerospace & Defense names. BA ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,663 | $1,742,702 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,917 | $1,010,978 | |
| 3 | RTX |
RTX Corp
|
5,327 | $1,010,691 | |
| 4 | BA |
Boeing Co
This page
|
4,383 | $948,788 | |
| 5 | RKLB |
Rocket Lab Corp
|
8,134 | $826,821 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,226 | $624,597 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
1,015 | $569,019 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,375 | $369,682 |
All Filings in BA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,788 | 4,383 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $856,625 | 4,304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $930,142 | 4,284 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $906,486 | 4,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $901,188 | 4,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $85,275 | 500 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $759,629 | 4,454 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $425,331 | 2,403 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $378,731 | 2,491 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,005 | 500 | Call | Sole | 2024-08-09 | |
| 2024-06-30 | $456,481 | 2,508 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $543,266 | 2,815 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $130,330 | 500 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $878,945 | 3,372 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $620,659 | 3,238 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $683,524 | 3,237 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $709,303 | 3,339 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $400,409 | 2,102 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $247,366 | 2,043 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $420,140 | 3,073 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $784,001 | 4,094 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $892,854 | 4,435 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,022,501 | 4,649 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,075,145 | 4,488 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,017,096 | 3,993 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $775,539 | 3,623 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $533,128 | 3,226 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $361,284 | 1,971 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $380,307 | 2,550 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||