Position in CW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$206,110
New position
Shares Held
272
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#792
of 944 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 50%
Shared 0%
None 50%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Convergence Financial, LLC holds $7,084,259 across 6 Aerospace & Defense names. CW ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
26,740 | $4,568,796 | |
| 2 | RTX |
RTX Corp
|
4,826 | $915,636 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,473 | $750,434 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,887 | $417,177 | |
| 5 | GE |
General Electric Co
|
605 | $226,106 | |
| 6 | CW |
Curtiss Wright Corp
This page
|
272 | $206,110 |
All Filings in CW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,110 | 272 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||