Position in BWXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$347,839
-$17,584 QoQ
Shares Held
1,787
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#539
of 841 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $35,501,190 across 11 Aerospace & Defense names. BWXT ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
10,704 | $8,111,063 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
25,120 | $7,299,620 | |
| 3 | GD |
General Dynamics Corp
|
19,490 | $6,904,137 | |
| 4 | RTX |
RTX Corp
|
18,653 | $3,539,033 | |
| 5 | BA |
Boeing Co
|
12,513 | $2,708,689 | |
| 6 | GE |
General Electric Co
|
7,089 | $2,649,371 | |
| 7 | LMT |
Lockheed Martin Corp
|
3,726 | $1,898,247 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
6,267 | $1,385,508 |
All Filings in BWXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,839 | 1,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $365,423 | 1,787 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $308,865 | 1,787 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $347,537 | 1,885 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||