Position in CW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$673,648
New position
Shares Held
889
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#533
of 944 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $30,555,164 across 10 Aerospace & Defense names. CW ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
14,502 | $7,388,188 | |
| 2 | RTX |
RTX Corp
|
38,909 | $7,382,204 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
37,690 | $7,336,358 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
9,638 | $2,697,579 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
8,831 | $2,566,200 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
3,639 | $803,491 | |
| 7 | CW |
Curtiss Wright Corp
This page
|
889 | $673,648 | |
| 8 | GE |
General Electric Co
|
1,781 | $665,613 |
All Filings in CW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,648 | 889 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||