Position in GD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,101,332
+$36,321 QoQ
Shares Held
3,109
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#973
of 2,203 holders
Holding Since
Dec 2020
11 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, 2026Berger Financial Group, Inc holds $10,734,720 across 8 Aerospace & Defense names. GD ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
16,743 | $3,624,357 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,467 | $2,275,757 | |
| 3 | GE |
General Electric Co
|
5,961 | $2,227,804 | |
| 4 | GD |
General Dynamics Corp
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|
3,109 | $1,101,332 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,363 | $522,412 | |
| 6 | AVAV |
AeroVironment Inc
|
2,432 | $401,450 | |
| 7 | RTX |
RTX Corp
|
1,734 | $328,991 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
496 | $252,617 |
All Filings in GD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,332 | 3,109 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,065,011 | 3,103 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,035,902 | 3,077 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,046,188 | 3,068 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $889,563 | 3,050 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $880,705 | 3,231 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $895,602 | 3,399 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,030,199 | 3,409 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $986,185 | 3,399 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,042,953 | 3,692 | Shares | Sole | 2024-04-16 | |
| 2020-12-31 | $3,704,427 | 24,892 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||