Focus Partners Wealth

Position in BWXT — BWX Technologies, Inc.

CIK 1542153 ST LOUIS, MO

Position in BWXT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$31,233,539

-$2,384,208 QoQ

Shares Held

160,460

-2.4% QoQ

Ownership

0.175%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#81

of 841 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Focus Partners Wealth holds $781,550,047 across 33 Aerospace & Defense names. BWXT ranks #8 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	372,609	$139,255,161
2	LMT	Lockheed Martin Corp	215,672	$109,876,257
3	HONA	Honeywell Aerospace Inc.	395,969	$87,540,826
4	TDG	TransDigm Group INC	56,568	$75,350,838
5	BA	Boeing Co	326,406	$70,657,106
6	NOC	Northrop Grumman Corp /De/	114,832	$58,485,085
7	GD	General Dynamics Corp	125,035	$44,292,398
8	BWXT	BWX Technologies, Inc. This page	160,460	$31,233,539

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,233,539	160,460	-2.4%	Shares	Sole	2026-08-12
2026-03-31	$33,617,747	164,398	-3.0%	Shares	Sole	2026-05-15
2025-12-31	$29,289,984	169,463	+5.3%	Shares	Sole	2026-02-13
2025-09-30	$29,666,976	160,910	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$22,868,948	158,746	+810.4%	Shares	Sole	2025-08-14
2025-03-31	$1,720,061	17,436	-10.6%	Shares	Sole	2025-05-20
2024-12-31	$2,172,996	19,508	+3.9%	Shares	Sole	2025-05-20
2024-09-30	$2,041,059	18,777	+153.1%	Shares	Sole	2024-11-14
2024-06-30	$704,900	7,420	-61.6%	Shares	Sole	2024-08-15
2024-03-31	$1,984,465	19,338	+28.3%	Shares	Sole	2024-05-16
2023-12-31	$1,156,934	15,078	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.