Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,062,651
+$187,517 QoQ
Shares Held
4,909
+11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,125
of 2,613 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, 2026BURNEY CO/ holds $83,339,375 across 16 Aerospace & Defense names. BA ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
113,283 | $21,493,183 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
48,518 | $14,098,845 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
46,051 | $12,381,271 | |
| 4 | CW |
Curtiss Wright Corp
|
14,083 | $10,671,534 | |
| 5 | LMT |
Lockheed Martin Corp
|
16,066 | $8,184,984 | |
| 6 | GD |
General Dynamics Corp
|
13,198 | $4,675,259 | |
| 7 | VVX |
V2X, Inc.
|
39,266 | $2,927,672 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
6,438 | $1,801,931 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,651 | 4,909 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $875,134 | 4,397 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,346,795 | 6,203 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,252,029 | 5,801 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,317,943 | 6,290 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,057,068 | 6,198 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,320,951 | 7,463 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,107,307 | 7,283 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,345,053 | 7,390 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,676,697 | 8,688 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $2,299,803 | 8,823 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,689,659 | 8,815 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,810,274 | 8,573 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,837,094 | 8,648 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,674,216 | 8,789 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,130,039 | 9,333 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,548,900 | 11,329 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,397,197 | 12,518 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,634,272 | 13,085 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,866,038 | 13,031 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,157,640 | 13,181 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,639,184 | 14,287 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,118,854 | 14,570 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,576,238 | 15,589 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $2,970,376 | 16,205 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,140,440 | 21,057 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||