Position in BWXT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$32,311
-$1,634 QoQ
Shares Held
166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#704
of 841 holders
Holding Since
Jun 2020
12 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,527,548 across 30 Aerospace & Defense names. BWXT ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
2,569 | $1,308,417 | |
| 2 | LMT |
Lockheed Martin Corp
|
2,053 | $1,045,921 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
3,262 | $947,904 | |
| 4 | GE |
General Electric Co
|
1,971 | $736,621 | |
| 5 | GD |
General Dynamics Corp
|
1,691 | $599,019 | |
| 6 | RTX |
RTX Corp
|
2,199 | $417,216 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,945 | $332,322 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,079 | $290,099 |
All Filings in BWXT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,311 | 166 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $33,945 | 166 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $30,247 | 175 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,264 | 175 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,210 | 175 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,932 | 50 | Shares | Sole | 2025-04-23 | |
| 2021-09-30 | $4,201 | 78 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,533 | 78 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,143 | 78 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,701 | 78 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,392 | 78 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $4,417 | 78 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||