Position in GD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$9,890,026
+$594,942 QoQ
Shares Held
27,919
+3.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#349
of 2,203 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Apella Capital, LLC holds $26,336,330 across 8 Aerospace & Defense names. GD ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
This page
|
27,919 | $9,890,026 | |
| 2 | RTX |
RTX Corp
|
16,667 | $3,162,229 | |
| 3 | GE |
General Electric Co
|
8,241 | $3,079,908 | |
| 4 | BA |
Boeing Co
|
13,895 | $3,007,850 | |
| 5 | LMT |
Lockheed Martin Corp
|
5,656 | $2,881,505 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
5,635 | $2,869,961 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
4,217 | $1,225,418 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
784 | $219,433 |
All Filings in GD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,890,026 | 27,919 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $9,295,084 | 27,082 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,910,043 | 26,466 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,728,048 | 28,528 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,420,515 | 28,871 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $7,740,999 | 28,399 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,457,557 | 28,303 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,716,656 | 28,844 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $8,356,322 | 28,801 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,145,881 | 28,836 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,479,794 | 28,805 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $6,484,806 | 29,347 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,309,273 | 29,325 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $7,273,592 | 29,316 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,212,337 | 29,280 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $6,674,006 | 30,165 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $7,275,194 | 30,165 | Shares | Sole | 2022-04-11 | |
| 2021-09-30 | $6,252,768 | 31,897 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,004,929 | 31,897 | Shares | Sole | 2021-07-02 | |
| 2021-03-31 | $5,791,219 | 31,897 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,673,692 | 31,405 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $4,347,394 | 31,405 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $4,693,791 | 31,405 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $4,155,195 | 31,405 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||