Position in BA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$315,462
+$64,038 QoQ
Shares Held
1,585
+36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,375,578 across 24 Aerospace & Defense names. BA ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
2,050 | $1,238,999 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,675 | $1,142,752 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
2,577 | $889,451 | |
| 4 | GE |
General Electric Co
|
1,566 | $444,383 | |
| 5 | GD |
General Dynamics Corp
|
1,294 | $444,126 | |
| 6 | RTX |
RTX Corp
|
2,229 | $429,974 | |
| 7 | BA |
Boeing Co
This page
|
1,585 | $315,462 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,079 | $248,666 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,462 | 1,585 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $251,424 | 1,158 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $139,210 | 645 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $135,146 | 645 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $103,182 | 605 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $108,147 | 611 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $125,889 | 828 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $171,089 | 940 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $96,495 | 500 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $197,058 | 756 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $140,309 | 732 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $140,843 | 667 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $170,581 | 803 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $507,084 | 2,662 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $355,006 | 2,932 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $388,968 | 2,845 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $495,410 | 2,587 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $456,996 | 2,270 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $542,152 | 2,465 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $530,385 | 2,214 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $546,119 | 2,144 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $421,484 | 1,969 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $281,107 | 1,701 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $306,294 | 1,671 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $107,231 | 719 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||