OneDigital Investment Advisors LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in BWXT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$758,551
-$245,085 QoQ
Shares Held
3,897
-20.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#432
of 841 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $65,226,263 across 23 Aerospace & Defense names. BWXT ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
69,263 | $14,993,361 | |
| 2 | TDG |
TransDigm Group INC
|
7,802 | $10,392,576 | |
| 3 | GE |
General Electric Co
|
26,646 | $9,958,409 | |
| 4 | RTX |
RTX Corp
|
35,861 | $6,803,907 | |
| 5 | LMT |
Lockheed Martin Corp
|
9,414 | $4,796,056 | |
| 6 | GD |
General Dynamics Corp
|
11,997 | $4,249,817 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
5,175 | $1,503,803 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
8,006 | $1,367,905 |
All Filings in BWXT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,551 | 3,897 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,003,636 | 4,908 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,024,941 | 5,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,719,479 | 63,565 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,840,530 | 61,367 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,173,221 | 62,577 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,031,211 | 54,145 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,910,236 | 54,372 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,518,360 | 58,088 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,497,661 | 53,573 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||