Position in BYRN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$327,514
-$125,967 QoQ
Shares Held
35,677
+32.1% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BYRN Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Creative Planning holds $701,724,777 across 47 Aerospace & Defense names. BYRN ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
644,643 | $124,351,634 | |
| 2 | LMT |
Lockheed Martin Corp
|
169,323 | $102,337,127 | |
| 3 | GE |
General Electric Co
|
336,002 | $95,347,287 | |
| 4 | BA |
Boeing Co
|
391,748 | $77,969,603 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
75,665 | $51,621,689 | |
| 6 | GD |
General Dynamics Corp
|
115,601 | $39,676,574 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
79,925 | $27,586,113 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
108,199 | $24,935,541 |
All Filings in BYRN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,514 | 35,677 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $453,481 | 27,009 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $408,474 | 18,433 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $680,502 | 22,037 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $237,662 | 14,113 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $344,307 | 11,951 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||