Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,581,212
+$705,920 QoQ
Shares Held
35,022
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#28
of 412 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $46,765,078 across 20 Aerospace & Defense names. BA ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
29,365 | $10,974,581 | |
| 2 | BA |
Boeing Co
This page
|
35,022 | $7,581,212 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
33,710 | $5,759,690 | |
| 4 | RTX |
RTX Corp
|
24,271 | $4,604,936 | |
| 5 | GD |
General Dynamics Corp
|
7,847 | $2,779,721 | |
| 6 | FTAI |
FTAI Aviation Ltd.
|
9,011 | $2,437,745 | |
| 7 | LMT |
Lockheed Martin Corp
|
4,716 | $2,402,613 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
8,319 | $1,836,835 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,581,212 | 35,022 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,875,292 | 34,544 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,564,677 | 34,841 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $6,092,880 | 28,230 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $5,293,146 | 25,262 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,997,692 | 23,440 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $4,263,045 | 24,085 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,188,126 | 20,969 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,566,667 | 19,596 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $4,085,984 | 21,172 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $5,832,788 | 22,377 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $3,988,669 | 20,809 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $4,142,959 | 19,620 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $4,892,900 | 23,033 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $4,344,314 | 22,806 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $2,312,628 | 19,100 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $2,415,705 | 17,669 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $2,777,133 | 14,502 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $2,874,849 | 14,280 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $2,798,076 | 12,722 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $3,719,887 | 15,528 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $4,022,283 | 15,791 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $3,195,701 | 14,929 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $2,558,720 | 15,483 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $2,616,790 | 14,276 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $1,626,968 | 10,909 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||