Position in BA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$664,994
+$108,905 QoQ
Shares Held
3,072
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,382
of 2,613 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Optas, LLC holds $9,738,971 across 13 Aerospace & Defense names. BA ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,305 | $3,477,556 | |
| 2 | RTX |
RTX Corp
|
5,656 | $1,073,112 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
3,385 | $910,090 | |
| 4 | BA |
Boeing Co
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|
3,072 | $664,994 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
2,120 | $616,050 | |
| 6 | GD |
General Dynamics Corp
|
1,609 | $569,971 | |
| 7 | CW |
Curtiss Wright Corp
|
683 | $517,549 | |
| 8 | LMT |
Lockheed Martin Corp
|
941 | $479,401 |
All Filings in BA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,994 | 3,072 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $556,089 | 2,794 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $605,330 | 2,788 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $594,610 | 2,755 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $564,892 | 2,696 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $351,332 | 2,060 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $369,576 | 2,088 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $216,048 | 1,421 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $271,558 | 1,492 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $266,517 | 1,381 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $360,230 | 1,382 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $279,852 | 1,460 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $214,960 | 1,018 | Shares | Other | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||