Position in BWXT
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,588,185
+$1,041,215 QoQ
Shares Held
17,547
+19.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $106,168,012 across 27 Aerospace & Defense names. BWXT ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
91,707 | $17,690,279 | |
| 2 | GE |
General Electric Co
|
51,309 | $14,559,954 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
41,079 | $14,178,416 | |
| 4 | BA |
Boeing Co
|
66,646 | $13,264,552 | |
| 5 | LMT |
Lockheed Martin Corp
|
21,007 | $12,696,419 | |
| 6 | GD |
General Dynamics Corp
|
28,694 | $9,848,354 | |
| 7 | BWXT |
BWX Technologies, Inc.
This page
|
17,547 | $3,588,185 | |
| 8 | RKLB |
Rocket Lab Corp
|
52,509 | $3,372,127 |
All Filings in BWXT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,588,185 | 17,547 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,546,970 | 14,736 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,190,477 | 6,457 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $997,615 | 6,925 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $629,485 | 6,381 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $589,587 | 5,293 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $535,782 | 4,929 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $296,305 | 3,119 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $270,506 | 2,636 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||