Position in CW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,232,576
+$630,364 QoQ
Shares Held
8,225
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#263
of 944 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ELEVATUS WELATH MANAGEMENT holds $9,632,415 across 7 Aerospace & Defense names. CW ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
This page
|
8,225 | $6,232,576 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
6,184 | $1,056,598 | |
| 3 | HEI |
Heico Corp
|
2,636 | $679,850 | |
| 4 | RTX |
RTX Corp
|
3,372 | $639,769 | |
| 5 | LMT |
Lockheed Martin Corp
|
861 | $438,645 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,303 | $350,324 | |
| 7 | BA |
Boeing Co
|
1,084 | $234,653 |
All Filings in CW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,232,576 | 8,225 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,602,212 | 8,225 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,534,195 | 8,225 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,465,681 | 8,225 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,018,323 | 8,225 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,609,545 | 8,225 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,918,805 | 8,225 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,746,533 | 8,356 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,264,308 | 8,356 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||