Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$312,799
-$2,422,868 QoQ
Shares Held
1,445
-89.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,019
of 1,478 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Mar 31, 2026CallValue
$18
CallShares
200
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, 2026Royal Fund Management, LLC holds $20,939,039 across 8 Aerospace & Defense names. BA ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
71,353 | $13,537,804 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
28,142 | $4,808,342 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
4,450 | $982,560 | |
| 4 | AVAV |
AeroVironment Inc
|
2,701 | $445,854 | |
| 5 | GE |
General Electric Co
|
1,023 | $382,325 | |
| 6 | BA |
Boeing Co
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|
1,445 | $312,799 | |
| 7 | RKLB |
Rocket Lab Corp
|
2,357 | $239,589 | |
| 8 | LMT |
Lockheed Martin Corp
|
451 | $229,766 |
All Filings in BA
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,799 | 1,445 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $18 | 200 | Call | Sole | 2026-05-19 | |
| 2026-03-31 | $2,735,667 | 13,745 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $21,929 | 101 | Call | Sole | 2026-01-15 | |
| 2025-12-31 | $3,161,701 | 14,562 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,200,974 | 14,831 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $30,216 | 140 | Call | Sole | 2025-10-29 | |
| 2024-12-31 | $201,426 | 1,138 | Shares | Sole | 2025-01-16 | |
| 2024-06-30 | $217,501 | 1,195 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,455,604 | 12,724 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,124,010 | 11,985 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,198,761 | 11,471 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $63,348 | 300 | Call | Sole | 2023-07-12 | |
| 2023-06-30 | $2,426,650 | 11,492 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $42,486 | 200 | Call | Sole | 2023-04-10 | |
| 2023-03-31 | $2,460,151 | 11,581 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,076,794 | 16,152 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $838,156 | 4,400 | Call | Sole | 2023-01-20 | |
| 2022-09-30 | $242,160 | 2,000 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $1,921,176 | 15,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,969,998 | 14,409 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,676,978 | 13,979 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,838,813 | 14,101 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,884,073 | 13,113 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,879,032 | 12,018 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,847,769 | 11,180 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,403,591 | 6,557 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $937,519 | 5,673 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $932,813 | 5,089 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $731,680 | 4,906 | Shares | Sole | 2020-05-08 | |
| 2020-03-31 | $3,728 | 25 | Call | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||