Atria Investments, Inc

Position in CAE — Cae Inc

CIK 1535865 Charlotte, NC

Position in CAE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$733,155

+$132,859 QoQ

Shares Held

29,256

+27.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#152

of 281 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Atria Investments, Inc holds $103,385,126 across 32 Aerospace & Defense names. CAE ranks #20 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	75,494	$16,342,186
2	GE	General Electric Co	39,427	$14,735,052
3	GD	General Dynamics Corp	34,476	$12,212,778
4	HWM	Howmet Aerospace Inc.	25,726	$6,916,692
5	NOC	Northrop Grumman Corp /De/	13,231	$6,738,680
6	LHX	L3harris Technologies, Inc. /De/	19,562	$5,684,521
7	HONA	Honeywell Aerospace Inc.	25,350	$5,597,280
8	MOG-A	Moog Inc.	10,687	$4,529,578

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$733,155	29,256	+27.0%	Shares	Sole	2026-07-28
2026-03-31	$600,296	23,044	+2.9%	Shares	Sole	2026-05-05
2025-12-31	$681,073	22,389	+0.5%	Shares	Sole	2026-02-05
2025-09-30	$660,497	22,284	-22.4%	Shares	Sole	2025-11-06
2025-06-30	$840,078	28,701	-16.3%	Shares	Sole	2025-08-04
2025-03-31	$843,092	34,286	-16.1%	Shares	Sole	2025-05-06
2024-12-31	$1,037,356	40,873	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$779,100	41,552	+100.6%	Shares	Sole	2024-11-01
2024-06-30	$384,773	20,709	-40.6%	Shares	Sole	2024-08-13
2021-09-30	$1,041,895	34,881	+6.6%	Shares	Sole	2021-11-16
2021-06-30	$1,007,591	32,714	-16.4%	Shares	Sole	2021-08-10
2020-12-31	$1,085,133	39,118	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.