Position in BA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$438,351
+$104,180 QoQ
Shares Held
2,025
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,635
of 2,609 holders
Holding Since
Mar 2020
14 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, 2026Souders Financial Advisors holds $11,480,940 across 9 Aerospace & Defense names. BA ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,218 | $4,566,233 | |
| 2 | RTX |
RTX Corp
|
20,023 | $3,798,963 | |
| 3 | TDG |
TransDigm Group INC
|
771 | $1,027,002 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,014 | $516,440 | |
| 5 | BA |
Boeing Co
This page
|
2,025 | $438,351 | |
| 6 | GD |
General Dynamics Corp
|
999 | $353,885 | |
| 7 | LMT |
Lockheed Martin Corp
|
692 | $352,546 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,302 | $222,459 |
All Filings in BA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,351 | 2,025 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $334,171 | 1,679 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $500,244 | 2,304 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $699,505 | 3,241 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $686,629 | 3,277 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $523,076 | 3,067 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $645,165 | 3,645 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $849,751 | 5,589 | Shares | Sole | 2024-11-05 | |
| 2022-03-31 | $209,501 | 1,094 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $209,775 | 1,042 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $234,016 | 1,064 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $232,852 | 972 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $247,587 | 972 | Shares | Sole | 2021-05-13 | |
| 2020-03-31 | $760,763 | 5,101 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||