BDFS Capital LLC

Position in BA — Boeing Co

CIK 2112636 REHOBOTH BEACH, DE

Position in BA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,716,823

+$149,263 QoQ

Shares Held

7,931

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.42%

of 13F equity value

Holder Rank

#941

of 2,613 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BDFS Capital LLC holds $4,653,689 across 4 Aerospace & Defense names. BA ranks #1 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	7,931	$1,716,823
2	NOC	Northrop Grumman Corp /De/	3,366	$1,714,337
3	VSEC	Vse Corp	4,362	$996,717
4	CW	Curtiss Wright Corp	298	$225,812

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,716,823	7,931	+0.7%	Shares	Sole	2026-07-15
2026-03-31	$1,567,560	7,876	-0.6%	Shares	Sole	2026-04-16
2025-12-31	$1,720,893	7,926	—	Shares	Sole	2026-02-26
No filing history on record for this holder in this stock.