Position in BA
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,826,140
+$66,118 QoQ
Shares Held
8,436
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#917
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, 2026Twin Lakes Capital Management, LLC holds $7,348,450 across 6 Aerospace & Defense names. BA ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
14,195 | $4,124,925 | |
| 2 | BA |
Boeing Co
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|
8,436 | $1,826,140 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,460 | $743,811 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,532 | $338,694 | |
| 5 | GE |
General Electric Co
|
540 | $201,814 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
222 | $113,066 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,826,140 | 8,436 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,760,022 | 8,843 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,961,244 | 9,033 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,972,686 | 9,140 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,919,713 | 9,162 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,620,566 | 9,502 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $1,755,486 | 9,918 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,511,429 | 9,941 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,945,140 | 10,687 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,086,607 | 10,812 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,823,469 | 10,832 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,102,729 | 10,970 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,332,684 | 11,047 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,347,351 | 11,050 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,107,962 | 11,066 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,340,839 | 11,074 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,515,814 | 11,087 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,214,697 | 11,565 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,323,635 | 11,542 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,550,864 | 11,598 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,839,504 | 11,853 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,097,649 | 12,161 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,448,418 | 11,438 | Shares | Sole | 2021-02-26 | |
| No filing history on record for this holder in this stock. | ||||||