Position in BWXT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,995,274
+$123,417 QoQ
Shares Held
15,388
+9.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#276
of 840 holders
Holding Since
Sep 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Gradient Investments LLC holds $48,229,465 across 10 Aerospace & Defense names. BWXT ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
81,001 | $15,368,319 | |
| 2 | HII |
Huntington Ingalls Industries, Inc.
|
48,527 | $13,582,222 | |
| 3 | LMT |
Lockheed Martin Corp
|
12,164 | $6,197,071 | |
| 4 | EMBJ |
Embraer S.A.
|
83,533 | $5,329,405 | |
| 5 | BWXT |
BWX Technologies, Inc.
This page
|
15,388 | $2,995,274 | |
| 6 | TXT |
Textron Inc
|
30,682 | $2,814,459 | |
| 7 | BA |
Boeing Co
|
5,681 | $1,229,766 | |
| 8 | GE |
General Electric Co
|
765 | $285,903 |
All Filings in BWXT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,995,274 | 15,388 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,871,857 | 14,044 | Shares | Sole | 2026-04-13 | |
| 2022-09-30 | $1,259 | 25 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||