YOUSIF CAPITAL MANAGEMENT, LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1858789 BLOOMFIELD HILLS, MI

Position in BWXT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,175,437

-$533,354 QoQ

Shares Held

21,451

-6.8% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#240

of 841 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Industrials · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $169,948,964 across 27 Aerospace & Defense names. BWXT ranks #14 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	110,432	$41,271,751
2	RTX	RTX Corp	88,999	$16,885,780
3	GD	General Dynamics Corp	41,701	$14,772,162
4	BA	Boeing Co	66,575	$14,411,490
5	HWM	Howmet Aerospace Inc.	38,618	$10,382,835
6	TDG	TransDigm Group INC	5,593	$7,450,099
7	HONA	Honeywell Aerospace Inc.	32,651	$7,209,340
8	WWD	Woodward, Inc.	16,716	$7,111,655

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,175,437	21,451	-6.8%	Shares	Sole	2026-07-16
2026-03-31	$4,708,791	23,027	-6.0%	Shares	Sole	2026-04-24
2025-12-31	$4,233,715	24,495	-1.8%	Shares	Sole	2026-01-21
2025-09-30	$4,598,003	24,939	-7.6%	Shares	Sole	2025-10-14
2025-06-30	$3,887,603	26,986	-1.9%	Shares	Sole	2025-07-25
2025-03-31	$2,714,848	27,520	-2.6%	Shares	Sole	2025-04-14
2024-12-31	$3,148,104	28,262	-4.5%	Shares	Sole	2025-01-27
2024-09-30	$3,218,172	29,606	-13.4%	Shares	Sole	2024-10-30
2024-06-30	$3,249,000	34,200	-8.7%	Shares	Sole	2024-07-31
2024-03-31	$3,842,708	37,446	-2.5%	Shares	Sole	2024-04-26
2023-12-31	$2,946,125	38,396	-1.3%	Shares	Sole	2024-02-01
2023-09-30	$2,918,296	38,921	-5.5%	Shares	Sole	2023-10-30
2023-06-30	$2,946,966	41,176	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.