Position in BA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$364,102
-$55,851 QoQ
Shares Held
1,682
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,768
of 2,609 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $48,715,911 across 12 Aerospace & Defense names. BA ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
47,251 | $16,738,194 | |
| 2 | AXON |
Axon Enterprise, Inc.
|
25,790 | $14,458,131 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
17,522 | $8,924,129 | |
| 4 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
68,509 | $3,415,858 | |
| 5 | RTX |
RTX Corp
|
6,412 | $1,216,548 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
4,790 | $932,373 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,539 | $784,058 | |
| 8 | GE |
General Electric Co
|
1,852 | $692,147 |
All Filings in BA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,102 | 1,682 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $419,953 | 2,110 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $485,263 | 2,235 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $320,939 | 1,487 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||