Caerus Investment Advisors, LLC
Position in CW — Curtiss Wright Corp
CIK 1862682
WEST LAKE HILLS, TX
Position in CW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$467,537
+$49,330 QoQ
Shares Held
617
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#615
of 944 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Caerus Investment Advisors, LLC holds $3,889,534 across 10 Aerospace & Defense names. CW ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,751 | $654,401 | |
| 2 | BA |
Boeing Co
|
2,421 | $524,073 | |
| 3 | LMT |
Lockheed Martin Corp
|
954 | $486,024 | |
| 4 | CW |
Curtiss Wright Corp
This page
|
617 | $467,537 | |
| 5 | GD |
General Dynamics Corp
|
1,053 | $373,014 | |
| 6 | WWD |
Woodward, Inc.
|
834 | $354,816 | |
| 7 | TXT |
Textron Inc
|
3,787 | $347,381 | |
| 8 | RTX |
RTX Corp
|
1,334 | $253,099 |
All Filings in CW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,537 | 617 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $418,207 | 614 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $337,928 | 613 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $261,154 | 481 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||