FIRST FOUNDATION ADVISORS
EndowmentPosition in BETA — BETA Technologies, Inc.
CIK 1086763
Irvine, CA
Position in BETA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$597,137
+$73,082 QoQ
Shares Held
35,650
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#75
of 188 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BETA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $9,807,646 across 8 Aerospace & Defense names. BETA ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,106 | $3,403,185 | |
| 2 | RTX |
RTX Corp
|
13,297 | $2,522,839 | |
| 3 | BA |
Boeing Co
|
4,961 | $1,073,906 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,568 | $798,833 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,846 | $629,192 | |
| 6 | BETA |
BETA Technologies, Inc.
This page
|
35,650 | $597,137 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,040 | $529,682 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,480 | $252,872 |
All Filings in BETA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,137 | 35,650 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $524,055 | 35,650 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||