Position in BWXT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,617
+$3,960 QoQ
Shares Held
34
+161.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#782
of 841 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Bare Financial Services, Inc holds $370,186 across 36 Aerospace & Defense names. BWXT ranks #18 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
175 | $65,401 | |
| 2 | BA |
Boeing Co
|
165 | $35,716 | |
| 3 | RTX |
RTX Corp
|
144 | $27,320 | |
| 4 | MOG-A |
Moog Inc.
|
57 | $24,158 | |
| 5 | MRCY |
Mercury Systems Inc
|
195 | $23,853 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
84 | $22,583 | |
| 7 | GD |
General Dynamics Corp
|
51 | $18,065 | |
| 8 | LMT |
Lockheed Martin Corp
|
34 | $17,320 |
All Filings in BWXT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,617 | 34 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,657 | 13 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,901 | 11 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,028 | 11 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,584 | 11 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,085 | 11 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||