Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$809,814
+$33,797 QoQ
Shares Held
3,741
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,272
of 2,609 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $7,362,049 across 18 Aerospace & Defense names. BA ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
7,588 | $3,865,782 | |
| 2 | BA |
Boeing Co
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|
3,741 | $809,814 | |
| 3 | RTX |
RTX Corp
|
3,547 | $672,972 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
2,980 | $657,984 | |
| 5 | GE |
General Electric Co
|
1,698 | $634,593 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,056 | $283,916 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
393 | $200,158 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
732 | $125,069 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,814 | 3,741 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $776,017 | 3,899 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $987,027 | 4,546 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $975,119 | 4,518 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $834,767 | 3,984 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $295,051 | 1,730 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $308,334 | 1,742 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $253,754 | 1,669 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $322,157 | 1,770 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $364,365 | 1,888 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $758,259 | 2,909 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $555,680 | 2,899 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $623,344 | 2,952 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $705,055 | 3,319 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $581,756 | 3,054 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $419,905 | 3,468 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $514,340 | 3,762 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $758,723 | 3,962 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $719,517 | 3,574 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $997,207 | 4,534 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,071,312 | 4,472 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,139,872 | 4,475 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $732,727 | 3,423 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $555,934 | 3,364 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $626,886 | 3,420 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $632,353 | 4,240 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||