Position in EVEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$685,134
+$463,289 QoQ
Shares Held
272,962
+205.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 147 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVEX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IEQ CAPITAL, LLC holds $300,190,599 across 30 Aerospace & Defense names. EVEX ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
244,985 | $91,558,243 | |
| 2 | GD |
General Dynamics Corp
|
96,447 | $34,165,384 | |
| 3 | LMT |
Lockheed Martin Corp
|
66,452 | $33,854,635 | |
| 4 | BA |
Boeing Co
|
138,120 | $29,898,835 | |
| 5 | TXT |
Textron Inc
|
225,906 | $20,722,357 | |
| 6 | RTX |
RTX Corp
|
108,476 | $20,581,150 | |
| 7 | CW |
Curtiss Wright Corp
|
24,545 | $18,599,219 | |
| 8 | WWD |
Woodward, Inc.
|
22,150 | $9,423,496 |
All Filings in EVEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,134 | 272,962 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $221,845 | 89,454 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $58,445 | 14,648 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $74,623 | 10,878 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||