KIECKHEFER GROUP LLC

Position in BWXT — BWX Technologies, Inc.

CIK 2051613 MEQUON, WI

Position in BWXT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$7,672,713

-$387,873 QoQ

Shares Held

39,418

0.0% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

3.43%

of 13F equity value

Holder Rank

#172

of 841 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

KIECKHEFER GROUP LLC holds $11,320,399 across 5 Aerospace & Defense names. BWXT ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc. This page	39,418	$7,672,713
2	RTX	RTX Corp	15,017	$2,849,175
3	DRS	Leonardo DRS, Inc.	11,066	$472,186
4	RCAT	Red Cat Holdings, Inc.	28,500	$303,525
5	POWW	Outdoor Holding Co	10,000	$22,800

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,672,713	39,418	0.0%	Shares	Sole	2026-07-21
2026-03-31	$8,060,586	39,418	+0.5%	Shares	Sole	2026-04-21
2025-12-31	$6,778,439	39,218	+6.3%	Shares	Sole	2026-01-15
2025-09-30	$6,802,331	36,895	+3.3%	Shares	Sole	2025-10-20
2025-06-30	$5,147,263	35,730	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.