Lakeridge Wealth Management LLC

Position in CW — Curtiss Wright Corp

CIK 2012028 MENTOR, OH

Position in CW

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$953,262

+$80,748 QoQ

Shares Held

1,258

-1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#470

of 944 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Lakeridge Wealth Management LLC holds $3,785,425 across 6 Aerospace & Defense names. CW ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKLB	Rocket Lab Corp	10,036	$1,020,159
2	CW	Curtiss Wright Corp This page	1,258	$953,262
3	GE	General Electric Co	2,279	$851,730
4	LMT	Lockheed Martin Corp	795	$405,020
5	RTX	RTX Corp	1,732	$328,612
6	NOC	Northrop Grumman Corp /De/	445	$226,642

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,262	1,258	-1.8%	Shares	Sole	2026-07-14
2026-03-31	$872,514	1,281	0.0%	Shares	Sole	2026-04-08
2025-12-31	$706,176	1,281	+1.9%	Shares	Sole	2026-01-07
2025-09-30	$682,475	1,257	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$614,595	1,258	+0.1%	Shares	Sole	2025-08-07
2025-03-31	$398,808	1,257	0.0%	Shares	Sole	2025-04-16
2024-12-31	$446,071	1,257	0.0%	Shares	Sole	2025-01-30
2024-09-30	$413,163	1,257	0.0%	Shares	Sole	2024-10-07
2024-06-30	$340,621	1,257	0.0%	Shares	Sole	2024-08-01
2024-03-31	$321,716	1,257	0.0%	Shares	Sole	2024-04-29
2023-12-31	$280,047	1,257	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.