Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$107,585
-$173,046 QoQ
Shares Held
497
-64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#892
of 1,015 holders
Holding Since
Sep 2020
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, 2026Fortis Group Advisors, LLC holds $3,572,059 across 14 Aerospace & Defense names. BA ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
3,116 | $1,746,860 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
4,652 | $794,839 | |
| 3 | HEI |
Heico Corp
|
889 | $316,652 | |
| 4 | NPK |
National Presto Industries Inc
|
2,529 | $316,099 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
609 | $118,541 | |
| 6 | BA |
Boeing Co
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|
497 | $107,585 | |
| 7 | GE |
General Electric Co
|
281 | $105,018 | |
| 8 | RTX |
RTX Corp
|
122 | $23,147 |
All Filings in BA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,585 | 497 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $280,631 | 1,410 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $317,428 | 1,462 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $107,267 | 497 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $306,541 | 1,463 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $84,763 | 497 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $87,969 | 497 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $75,563 | 497 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $302,681 | 1,663 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $338,311 | 1,753 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $259,093 | 994 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $95,262 | 497 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $97,007 | 587 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||