Position in BA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,624,357
+$291,998 QoQ
Shares Held
16,743
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#676
of 2,613 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $10,734,720 across 8 Aerospace & Defense names. BA ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
16,743 | $3,624,357 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,467 | $2,275,757 | |
| 3 | GE |
General Electric Co
|
5,961 | $2,227,804 | |
| 4 | GD |
General Dynamics Corp
|
3,109 | $1,101,332 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,363 | $522,412 | |
| 6 | AVAV |
AeroVironment Inc
|
2,432 | $401,450 | |
| 7 | RTX |
RTX Corp
|
1,734 | $328,991 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
496 | $252,617 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,624,357 | 16,743 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,332,359 | 16,743 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,690,605 | 16,998 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,682,275 | 17,061 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,608,106 | 17,220 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,940,282 | 17,240 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,055,905 | 17,265 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,483,725 | 16,336 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,204,468 | 17,606 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,638,826 | 18,855 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,965,312 | 19,049 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,732,009 | 19,470 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,173,788 | 19,766 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,200,590 | 19,774 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,825,420 | 20,082 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,445,573 | 20,198 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,773,912 | 20,289 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,412,338 | 17,819 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,989,155 | 19,815 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $378,516 | 1,721 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,887,416 | 12,053 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $445,505 | 1,749 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,841,218 | 13,273 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||