Position in CW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,033,285
+$624,512 QoQ
Shares Held
7,962
+0.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
7.78%
of 13F equity value
Holder Rank
#267
of 944 holders
Holding Since
Sep 2025
4 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, 2026Baer Investment Advisory LLC holds $6,033,285 across 1 Aerospace & Defense name. CW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
This page
|
7,962 | $6,033,285 |
All Filings in CW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,033,285 | 7,962 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,408,773 | 7,941 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,389,763 | 7,963 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,147,518 | 7,639 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||