Trifecta Capital Advisors, LLC

Position in BA — Boeing Co

CIK 1962615 NORTHBROOK, IL

Position in BA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$73,816

+$9,132 QoQ

Shares Held

341

+4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,377

of 2,609 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $11,145,650 across 16 Aerospace & Defense names. BA ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	11,274	$5,743,652
2	LHX	L3harris Technologies, Inc. /De/	16,416	$4,770,325
3	GE	General Electric Co	475	$177,521
4	RTX	RTX Corp	539	$102,264
5	BA	Boeing Co This page	341	$73,816
6	HONA	Honeywell Aerospace Inc.	302	$66,766
7	RKLB	Rocket Lab Corp	603	$61,294
8	GD	General Dynamics Corp	102	$36,132

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,816	341	+4.9%	Shares	Sole	2026-08-03
2026-03-31	$64,684	325	0.0%	Shares	Sole	2026-05-01
2025-12-31	$70,564	325	-5.5%	Shares	Sole	2026-01-30
2025-09-30	$74,245	344	0.0%	Shares	Sole	2025-11-03
2025-06-30	$72,078	344	-2.5%	Shares	Sole	2025-07-23
2025-03-31	$60,204	353	0.0%	Shares	Sole	2025-04-21
2024-12-31	$62,481	353	-35.1%	Shares	Sole	2025-02-04
2024-09-30	$82,709	544	0.0%	Shares	Sole	2024-10-16
2024-06-30	$99,013	544	-0.5%	Shares	Sole	2024-08-07
2024-03-31	$105,565	547	0.0%	Shares	Sole	2024-04-16
2023-12-31	$142,581	547	+0.6%	Shares	Sole	2024-01-25
2023-09-30	$104,273	544	0.0%	Shares	Sole	2023-11-01
2023-06-30	$114,871	544	0.0%	Shares	Sole	2023-08-14
2023-03-31	$115,561	544	+58.1%	Shares	Sole	2023-05-09
2022-12-31	$65,528	344	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.