Marotta Asset Management

Position in GD — General Dynamics Corp

CIK 1802091 CHARLOTTESVILLE, VA

Position in GD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,039,733

+$53,376 QoQ

Shares Held

8,581

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

10.17%

of 13F equity value

Holder Rank

#618

of 2,200 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Marotta Asset Management holds $3,687,044 across 3 Aerospace & Defense names. GD ranks #1 (82.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp This page	8,581	$3,039,733
2	LMT	Lockheed Martin Corp	750	$382,095
3	CW	Curtiss Wright Corp	350	$265,216

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,039,733	8,581	-1.4%	Shares	Sole	2026-07-09
2026-03-31	$2,986,357	8,701	-0.2%	Shares	Sole	2026-04-27
2025-12-31	$2,933,991	8,715	-1.5%	Shares	Sole	2026-01-07
2025-09-30	$3,018,191	8,851	0.0%	Shares	Sole	2025-10-16
2025-06-30	$2,581,482	8,851	+127.9%	Shares	Sole	2025-07-02
2025-03-31	$1,058,428	3,883	+0.5%	Shares	Sole	2025-04-02
2024-12-31	$1,017,861	3,863	-0.5%	Shares	Sole	2025-01-10
2024-09-30	$1,173,442	3,883	-4.4%	Shares	Sole	2024-10-03
2024-06-30	$1,178,258	4,061	-4.3%	Shares	Sole	2024-07-17
2024-03-31	$1,198,322	4,242	-2.1%	Shares	Sole	2024-04-02
2023-12-31	$1,124,890	4,332	-4.4%	Shares	Sole	2024-01-03
2023-09-30	$1,001,436	4,532	-0.3%	Shares	Sole	2023-10-11
2023-06-30	$978,287	4,547	-0.7%	Shares	Sole	2023-07-05
2022-12-31	$1,135,599	4,577	-0.5%	Shares	Sole	2023-01-03
2022-09-30	$976,406	4,602	0.0%	Shares	Sole	2022-10-11
2022-06-30	$1,018,192	4,602	-9.4%	Shares	Sole	2022-07-21
2022-03-31	$1,224,470	5,077	0.0%	Shares	Sole	2022-04-08
2021-12-31	$1,058,402	5,077	—	Shares	Sole	2022-01-13
No filing history on record for this holder in this stock.