Position in CODA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$276,850
+$90,850 QoQ
Shares Held
24,500
+22.5% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CODA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Cerity Partners LLC holds $787,570,529 across 40 Aerospace & Defense names. CODA ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,209,485 | $233,309,655 | |
| 2 | GE |
General Electric Co
|
537,505 | $152,527,792 | |
| 3 | LMT |
Lockheed Martin Corp
|
165,139 | $99,808,359 | |
| 4 | BA |
Boeing Co
|
263,185 | $52,381,710 | |
| 5 | GD |
General Dynamics Corp
|
126,716 | $43,491,465 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
123,676 | $42,686,771 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
35,136 | $23,971,184 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
92,050 | $21,213,842 |
All Filings in CODA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,850 | 24,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $186,000 | 20,000 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||