MinichMacGregor Wealth Management, LLC
Position in CW — Curtiss Wright Corp
CIK 1744318
Saratoga Springs, NY
Position in CW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$287,948
New position
Shares Held
380
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#707
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, 2026MinichMacGregor Wealth Management, LLC holds $15,921,513 across 8 Aerospace & Defense names. CW ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
22,870 | $8,146,065 | |
| 2 | GE |
General Electric Co
|
9,462 | $3,536,233 | |
| 3 | LMT |
Lockheed Martin Corp
|
5,642 | $2,874,373 | |
| 4 | RKLB |
Rocket Lab Corp
|
3,102 | $315,318 | |
| 5 | CW |
Curtiss Wright Corp
This page
|
380 | $287,948 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
500 | $280,305 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
1,412 | $274,845 | |
| 8 | RTX |
RTX Corp
|
1,088 | $206,426 |
All Filings in CW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,948 | 380 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||