Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,804,801
+$225,771 QoQ
Shares Held
12,957
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#770
of 2,613 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $10,895,192 across 15 Aerospace & Defense names. BA ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
12,957 | $2,804,801 | |
| 2 | RTX |
RTX Corp
|
9,585 | $1,818,562 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,270 | $1,156,474 | |
| 4 | GD |
General Dynamics Corp
|
2,694 | $954,322 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
17,218 | $858,489 | |
| 6 | GE |
General Electric Co
|
1,630 | $609,179 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
3,232 | $552,219 | |
| 8 | AVAV |
AeroVironment Inc
|
2,430 | $401,120 |
All Filings in BA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,804,801 | 12,957 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,579,030 | 12,958 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,786,300 | 12,833 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,874,208 | 13,317 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,788,006 | 13,306 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,391,281 | 14,021 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,520,834 | 14,242 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,316,025 | 15,233 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,624,766 | 14,421 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,810,706 | 14,564 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,603,363 | 13,824 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,370,123 | 12,365 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,818,986 | 13,350 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $2,926,648 | 13,777 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,817,156 | 14,789 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,756,749 | 14,509 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||