Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$564,986
+$110,402 QoQ
Shares Held
2,610
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,480
of 2,613 holders
Holding Since
Mar 2023
14 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $11,452,175 across 10 Aerospace & Defense names. BA ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,365 | $2,752,521 | |
| 2 | RTX |
RTX Corp
|
12,645 | $2,399,135 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,722 | $1,538,416 | |
| 4 | GD |
General Dynamics Corp
|
3,411 | $1,208,312 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,977 | $1,006,905 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,495 | $761,642 | |
| 7 | BA |
Boeing Co
This page
|
2,610 | $564,986 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
1,873 | $544,275 |
All Filings in BA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,986 | 2,610 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $454,584 | 2,284 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $492,645 | 2,269 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $506,553 | 2,347 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $407,745 | 1,946 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,448 | 1,961 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $317,538 | 1,794 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $229,732 | 1,511 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $296,494 | 1,629 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $268,256 | 1,390 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $388,644 | 1,491 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $271,418 | 1,416 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $283,587 | 1,343 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $243,869 | 1,148 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||