Position in BWXT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$330,710
-$372,735 QoQ
Shares Held
1,699
-50.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#549
of 841 holders
Holding Since
Sep 2024
8 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, 2026Horizon Investments, LLC holds $112,206,551 across 24 Aerospace & Defense names. BWXT ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
37,266 | $13,927,422 | |
| 2 | RTX |
RTX Corp
|
69,115 | $13,113,188 | |
| 3 | WWD |
Woodward, Inc.
|
28,447 | $12,102,491 | |
| 4 | GD |
General Dynamics Corp
|
29,987 | $10,622,594 | |
| 5 | LMT |
Lockheed Martin Corp
|
20,738 | $10,565,181 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
38,167 | $10,261,579 | |
| 7 | CW |
Curtiss Wright Corp
|
12,097 | $9,166,622 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
23,194 | $5,127,729 |
All Filings in BWXT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,710 | 1,699 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $703,445 | 3,440 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $410,840 | 2,377 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,186,143 | 28,129 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,872 | 13 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,282 | 13 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,448 | 13 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,413 | 13 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||