Position in CW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$155,340
-$1,317 QoQ
Shares Held
205
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#804
of 944 holders
Holding Since
Mar 2026
2 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, 2026Wilkerson Advisory Group LLC holds $1,363,668 across 20 Aerospace & Defense names. CW ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
1,710 | $496,908 | |
| 2 | CW |
Curtiss Wright Corp
This page
|
205 | $155,340 | |
| 3 | BA |
Boeing Co
|
618 | $133,778 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
682 | $116,526 | |
| 5 | GE |
General Electric Co
|
292 | $109,129 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
288 | $63,590 | |
| 7 | RTX |
RTX Corp
|
306 | $58,057 | |
| 8 | LMT |
Lockheed Martin Corp
|
86 | $43,813 |
All Filings in CW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,340 | 205 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $156,657 | 230 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||