Position in BETA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$164,116
+$142,066 QoQ
Shares Held
9,798
+553.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#126
of 188 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BETA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Bollard Group LLC holds $10,570,976 across 8 Aerospace & Defense names. BETA ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
26,542 | $5,035,813 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
10,373 | $2,293,262 | |
| 3 | LMT |
Lockheed Martin Corp
|
4,223 | $2,151,449 | |
| 4 | GE |
General Electric Co
|
1,590 | $594,230 | |
| 5 | BA |
Boeing Co
|
1,310 | $283,575 | |
| 6 | BETA |
BETA Technologies, Inc.
This page
|
9,798 | $164,116 | |
| 7 | GD |
General Dynamics Corp
|
137 | $48,530 | |
| 8 | TDG |
TransDigm Group INC
|
1 | $1 |
All Filings in BETA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,116 | 9,798 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $22,050 | 1,500 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||