Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,175,739
+$113,789 QoQ
Shares Held
10,051
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#854
of 2,609 holders
Holding Since
Dec 2024
5 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, 2026May Hill Capital, LLC holds $5,008,213 across 7 Aerospace & Defense names. BA ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
10,051 | $2,175,739 | |
| 2 | GE |
General Electric Co
|
2,326 | $869,295 | |
| 3 | RTX |
RTX Corp
|
4,521 | $857,769 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
1,342 | $360,810 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
586 | $298,455 | |
| 6 | GD |
General Dynamics Corp
|
639 | $226,359 | |
| 7 | TDG |
TransDigm Group INC
|
165 | $219,786 |
All Filings in BA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,175,739 | 10,051 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,061,950 | 10,360 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $375,687 | 1,793 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $564,008 | 3,307 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $634,191 | 3,583 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||