Valeo Financial Advisors, LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1722641 CARMEL, IN

Position in BWXT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,010,817

-$82,386 QoQ

Shares Held

5,193

-2.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#401

of 841 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $38,004,749 across 15 Aerospace & Defense names. BWXT ranks #8 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	50,921	$9,661,241
2	LMT	Lockheed Martin Corp	13,078	$6,662,717
3	BA	Boeing Co	28,828	$6,240,397
4	GE	General Electric Co	13,941	$5,210,169
5	GD	General Dynamics Corp	6,423	$2,275,283
6	RKLB	Rocket Lab Corp	17,264	$1,754,885
7	NOC	Northrop Grumman Corp /De/	2,701	$1,375,646
8	BWXT	BWX Technologies, Inc. This page	5,193	$1,010,817

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,010,817	5,193	-2.9%	Shares	Sole	2026-07-08
2026-03-31	$1,093,203	5,346	+1.5%	Shares	Sole	2026-05-08
2025-12-31	$910,002	5,265	-3.6%	Shares	Sole	2026-02-04
2025-09-30	$1,006,660	5,460	+9.6%	Shares	Sole	2025-11-03
2025-06-30	$717,562	4,981	+10.5%	Shares	Sole	2025-09-12
2025-03-31	$444,615	4,507	+14.4%	Shares	Sole	2025-04-30
2024-12-31	$438,765	3,939	+11.3%	Shares	Sole	2025-01-30
2024-09-30	$384,689	3,539	+4.3%	Shares	Sole	2024-10-10
2024-06-30	$322,430	3,394	+41.4%	Shares	Sole	2024-07-10
2024-03-31	$246,288	2,400	-57.7%	Shares	Sole	2024-04-25
2022-12-31	$329,662	5,676	+8768.8%	Shares	Sole	2023-02-09
2021-03-31	$4,220	64	-87.1%	Shares	Sole	2021-04-12
2020-06-30	$28,093	496	+29.5%	Shares	Sole	2020-07-20
2020-03-31	$18,655	383	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.