Position in CW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$115,790
+$71,689 QoQ
Shares Held
170
+112.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Sunbelt Securities, Inc. holds $12,008,428 across 41 Aerospace & Defense names. CW ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
13,226 | $2,551,295 | |
| 2 | LMT |
Lockheed Martin Corp
|
3,524 | $2,129,870 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
4,943 | $1,706,076 | |
| 4 | GE |
General Electric Co
|
5,950 | $1,688,431 | |
| 5 | BA |
Boeing Co
|
6,651 | $1,323,748 | |
| 6 | GD |
General Dynamics Corp
|
1,841 | $631,868 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
2,115 | $432,496 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,687 | $388,786 |
All Filings in CW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,790 | 170 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $44,101 | 80 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $43,435 | 80 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||