Position in BA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$779,941
+$20,841 QoQ
Shares Held
3,603
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#672
of 1,575 holders
Holding Since
Dec 2022
15 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $4,325,444 across 20 Aerospace & Defense names. BA ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,538 | $783,549 | |
| 2 | BA |
Boeing Co
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|
3,603 | $779,941 | |
| 3 | RTX |
RTX Corp
|
2,877 | $545,853 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
2,288 | $505,831 | |
| 5 | GE |
General Electric Co
|
1,287 | $480,990 | |
| 6 | RGR |
Sturm Ruger & Co Inc
|
8,056 | $304,919 | |
| 7 | EMBJ |
Embraer S.A.
|
4,661 | $297,371 | |
| 8 | GD |
General Dynamics Corp
|
562 | $199,082 |
All Filings in BA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,941 | 3,603 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $759,100 | 3,814 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $827,444 | 3,811 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $845,837 | 3,919 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $862,425 | 4,116 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $774,979 | 4,544 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $847,830 | 4,790 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $787,567 | 5,180 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $978,667 | 5,377 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,044,847 | 5,414 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,463,605 | 5,615 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,081,458 | 5,642 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,199,177 | 5,679 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $196,710 | 926 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $101,150 | 531 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||