Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,354,019
+$309,112 QoQ
Shares Held
6,255
+19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,032
of 2,613 holders
Holding Since
Dec 2020
21 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, 2026Everhart Financial Group, Inc. holds $13,782,035 across 11 Aerospace & Defense names. BA ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,771 | $4,772,905 | |
| 2 | RTX |
RTX Corp
|
13,351 | $2,533,085 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,365 | $1,442,433 | |
| 4 | BA |
Boeing Co
This page
|
6,255 | $1,354,019 | |
| 5 | LMT |
Lockheed Martin Corp
|
2,250 | $1,146,285 | |
| 6 | TDG |
TransDigm Group INC
|
730 | $972,389 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
746 | $379,945 | |
| 8 | GD |
General Dynamics Corp
|
920 | $325,900 |
All Filings in BA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,019 | 6,255 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,044,907 | 5,250 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,173,533 | 5,405 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,225,266 | 5,677 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $946,447 | 4,517 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $675,548 | 3,961 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $531,708 | 3,004 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $331,599 | 2,181 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $450,838 | 2,477 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $429,209 | 2,224 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $545,822 | 2,094 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $750,618 | 3,916 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,004,699 | 4,758 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $390,233 | 1,837 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $302,879 | 1,590 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $314,929 | 2,601 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $320,198 | 2,342 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $214,288 | 1,119 | Shares | Sole | 2022-04-18 | |
| 2021-06-30 | $203,626 | 850 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $294,965 | 1,158 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $234,395 | 1,095 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||