Position in EVEX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$73,291
+$5,318 QoQ
Shares Held
29,553
+73.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0.8493215578790647.ToString("F0")%
Shared 0.ToString("F0")%
None 99.15067844212093.ToString("F0")%
Common Shares in EVEX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Creative Planning holds $701,724,777 across 47 Aerospace & Defense names. EVEX ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
644,643 | $124,351,634 | |
| 2 | LMT |
Lockheed Martin Corp
|
169,323 | $102,337,127 | |
| 3 | GE |
General Electric Co
|
336,002 | $95,347,287 | |
| 4 | BA |
Boeing Co
|
391,748 | $77,969,603 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
75,665 | $51,621,689 | |
| 6 | GD |
General Dynamics Corp
|
115,601 | $39,676,574 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
79,925 | $27,586,113 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
108,199 | $24,935,541 |
All Filings in EVEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,291 | 29,553 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $67,973 | 17,036 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,513 | 21,657 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $34,139 | 10,283 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $86,980 | 15,989 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||