Position in EVEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,374
New position
Shares Held
20,468
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 147 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 6%
Shared 0%
None 94%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $781,550,047 across 33 Aerospace & Defense names. EVEX ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
372,609 | $139,255,161 | |
| 2 | LMT |
Lockheed Martin Corp
|
215,672 | $109,876,257 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
395,969 | $87,540,826 | |
| 4 | TDG |
TransDigm Group INC
|
56,568 | $75,350,838 | |
| 5 | BA |
Boeing Co
|
326,406 | $70,657,106 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
114,832 | $58,485,085 | |
| 7 | GD |
General Dynamics Corp
|
125,035 | $44,292,398 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
160,460 | $31,233,539 |
All Filings in EVEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,374 | 20,468 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||