Position in BWXT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,371,755
-$595,467 QoQ
Shares Held
27,597
-5.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#211
of 841 holders
Holding Since
Sep 2022
16 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, 2026Independent Advisor Alliance holds $64,759,421 across 24 Aerospace & Defense names. BWXT ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
31,369 | $11,723,536 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
49,863 | $8,519,591 | |
| 3 | RTX |
RTX Corp
|
41,366 | $7,848,370 | |
| 4 | LMT |
Lockheed Martin Corp
|
13,840 | $7,050,925 | |
| 5 | BWXT |
BWX Technologies, Inc.
This page
|
27,597 | $5,371,755 | |
| 6 | BA |
Boeing Co
|
22,007 | $4,763,854 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
9,021 | $4,594,485 | |
| 8 | GD |
General Dynamics Corp
|
9,324 | $3,302,933 |
All Filings in BWXT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,371,755 | 27,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,967,222 | 29,181 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,745,494 | 27,456 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,026,478 | 27,263 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,965,539 | 27,527 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,779,956 | 28,180 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,138,635 | 28,177 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,989,358 | 27,501 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,661,425 | 28,015 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,807,683 | 27,360 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,660,229 | 34,670 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,554,943 | 34,075 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,449,196 | 34,221 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,096,647 | 33,259 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,893,233 | 32,597 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $245,100 | 4,866 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||