Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,000,957
+$135,575 QoQ
Shares Held
4,624
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,151
of 2,609 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, 2026Safeguard Investment Advisory Group, LLC holds $7,166,315 across 8 Aerospace & Defense names. BA ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
11,561 | $3,624,546 | |
| 2 | BA |
Boeing Co
This page
|
4,624 | $1,000,957 | |
| 3 | GE |
General Electric Co
|
1,534 | $573,301 | |
| 4 | LMT |
Lockheed Martin Corp
|
967 | $492,647 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,546 | $449,252 | |
| 6 | RTX |
RTX Corp
|
2,269 | $430,497 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,231 | $330,966 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,546 | $264,149 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,957 | 4,624 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $865,382 | 4,348 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $929,490 | 4,281 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $908,212 | 4,208 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $903,074 | 4,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $694,820 | 4,074 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $720,213 | 4,069 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $593,260 | 3,902 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $715,117 | 3,929 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $813,452 | 4,215 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,103,373 | 4,233 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $794,896 | 4,147 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $910,944 | 4,314 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,049,829 | 4,942 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $957,021 | 5,024 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $608,184 | 5,023 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $671,842 | 4,914 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $941,031 | 4,914 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $966,336 | 4,800 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,081,225 | 4,916 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,039,929 | 4,341 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,110,833 | 4,361 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $939,937 | 4,391 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||