Position in BWXT
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$973
-$49 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#820
of 841 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Roxbury Financial LLC holds $3,976,860 across 11 Aerospace & Defense names. BWXT ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
3,199 | $1,629,762 | |
| 2 | RTX |
RTX Corp
|
8,243 | $1,563,944 | |
| 3 | GD |
General Dynamics Corp
|
1,302 | $461,220 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
489 | $141,506 | |
| 5 | GE |
General Electric Co
|
343 | $128,189 | |
| 6 | LOAR |
Loar Holdings Inc.
|
300 | $24,183 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
55 | $14,771 | |
| 8 | RKLB |
Rocket Lab Corp
|
100 | $10,165 |
All Filings in BWXT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973 | 5 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $1,022 | 5 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||