Position in CW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,918,133
+$38,358 QoQ
Shares Held
3,851
-8.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#333
of 944 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $103,385,126 across 32 Aerospace & Defense names. CW ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in CW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,918,133 | 3,851 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,879,775 | 4,228 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,342,346 | 4,249 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,121,809 | 3,908 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,918,535 | 3,927 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,394,401 | 4,395 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,605,431 | 4,524 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,230,286 | 3,743 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $737,336 | 2,721 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||