Lido Advisors, LLC

Position in CW — Curtiss Wright Corp

CIK 1650150 Los Angeles, CA

Position in CW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,540,525

+$401,693 QoQ

Shares Held

2,033

+21.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#393

of 944 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Industrials · as of Jun 30, 2026

Lido Advisors, LLC holds $300,569,454 across 29 Aerospace & Defense names. CW ranks #15 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	371,723	$70,527,004
2	GE	General Electric Co	132,695	$49,592,100
3	LHX	L3harris Technologies, Inc. /De/	118,459	$34,423,000
4	GD	General Dynamics Corp	77,906	$27,597,420
5	LMT	Lockheed Martin Corp	49,622	$25,280,422
6	KRMN	Karman Holdings Inc.	416,123	$20,772,860
7	BA	Boeing Co	60,199	$13,031,275
8	HWM	Howmet Aerospace Inc.	44,559	$11,980,131

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,540,525	2,033	+21.6%	Shares	Defined	2026-08-07
2026-03-31	$1,138,832	1,672	+0.8%	Shares	Defined	2026-05-13
2025-12-31	$914,556	1,659	+13.4%	Shares	Defined	2026-02-10
2025-09-30	$794,320	1,463	+8.4%	Shares	Sole	2025-11-14
2025-06-30	$659,542	1,350	+11.8%	Shares	Defined	2025-08-13
2025-03-31	$383,262	1,208	-5.1%	Shares	Sole	2025-05-15
2024-12-31	$451,749	1,273	+1.4%	Shares	Sole	2025-02-14
2024-09-30	$412,505	1,255	+6.2%	Shares	Sole	2024-11-14
2024-06-30	$320,298	1,182	-1.1%	Shares	Sole	2024-08-15
2024-03-31	$305,848	1,195	-6.6%	Shares	Sole	2024-05-15
2023-12-31	$284,948	1,279	0.0%	Shares	Sole	2024-02-14
2023-09-30	$250,210	1,279	-10.1%	Shares	Sole	2023-11-14
2023-06-30	$261,348	1,423	-1.9%	Shares	Sole	2023-08-09
2023-03-31	$255,753	1,451	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.