Position in CW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$419,041
+$48,512 QoQ
Shares Held
553
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#631
of 947 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, 2026Root Financial Partners, LLC holds $5,455,493 across 10 Aerospace & Defense names. CW ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
8,312 | $1,577,035 | |
| 2 | GE |
General Electric Co
|
3,033 | $1,133,523 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
3,307 | $565,034 | |
| 4 | LMT |
Lockheed Martin Corp
|
866 | $441,192 | |
| 5 | CW |
Curtiss Wright Corp
This page
|
553 | $419,041 | |
| 6 | BA |
Boeing Co
|
1,360 | $294,399 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
562 | $286,232 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
911 | $264,727 |
All Filings in CW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,041 | 553 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $370,529 | 544 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $71,113 | 129 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $50,493 | 93 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||