HARBOR INVESTMENT ADVISORY, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1468792
LUTHERVILLE, MD
Position in BWXT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$125,549
+$113,280 QoQ
Shares Held
645
+975.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#663
of 841 holders
Holding Since
Mar 2024
3 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $9,249,289 across 21 Aerospace & Defense names. BWXT ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
14,811 | $2,810,091 | |
| 2 | GE |
General Electric Co
|
4,878 | $1,823,054 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
2,022 | $1,029,824 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,864 | $949,633 | |
| 5 | GD |
General Dynamics Corp
|
1,855 | $657,115 | |
| 6 | TDG |
TransDigm Group INC
|
360 | $479,534 | |
| 7 | BA |
Boeing Co
|
2,173 | $470,389 | |
| 8 | HEI |
Heico Corp
|
480 | $170,971 |
All Filings in BWXT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,549 | 645 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $12,269 | 60 | Shares | Sole | 2026-04-23 | |
| 2024-03-31 | $1,949 | 19 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||