Position in BETA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,028,529
New position
Shares Held
69,968
first reported quarter
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Corient Private Wealth LLC holds $768,236,013 across 37 Aerospace & Defense names. BETA ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
692,031 | $196,377,636 | |
| 2 | LMT |
Lockheed Martin Corp
|
174,147 | $105,252,704 | |
| 3 | TDG |
TransDigm Group INC
|
68,198 | $79,038,753 | |
| 4 | BA |
Boeing Co
|
383,477 | $76,323,426 | |
| 5 | GD |
General Dynamics Corp
|
183,349 | $62,929,043 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
73,553 | $50,180,798 | |
| 7 | HEI |
Heico Corp
|
166,382 | $45,621,944 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
98,572 | $34,022,125 |
All Filings in BETA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,028,529 | 69,968 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||