Position in BETA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$789,410
New position
Shares Held
47,129
first reported quarter
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 188 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IEQ CAPITAL, LLC holds $300,190,599 across 30 Aerospace & Defense names. BETA ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
244,985 | $91,558,243 | |
| 2 | GD |
General Dynamics Corp
|
96,447 | $34,165,384 | |
| 3 | LMT |
Lockheed Martin Corp
|
66,452 | $33,854,635 | |
| 4 | BA |
Boeing Co
|
138,120 | $29,898,835 | |
| 5 | TXT |
Textron Inc
|
225,906 | $20,722,357 | |
| 6 | RTX |
RTX Corp
|
108,476 | $20,581,150 | |
| 7 | CW |
Curtiss Wright Corp
|
24,545 | $18,599,219 | |
| 8 | WWD |
Woodward, Inc.
|
22,150 | $9,423,496 |
All Filings in BETA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,410 | 47,129 | Shares | Other | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||