Position in GD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$36,132
+$1,810 QoQ
Shares Held
102
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,027
of 2,203 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $11,145,650 across 16 Aerospace & Defense names. GD ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
11,274 | $5,743,652 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
16,416 | $4,770,325 | |
| 3 | GE |
General Electric Co
|
475 | $177,521 | |
| 4 | RTX |
RTX Corp
|
539 | $102,264 | |
| 5 | BA |
Boeing Co
|
341 | $73,816 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
302 | $66,766 | |
| 7 | RKLB |
Rocket Lab Corp
|
603 | $61,294 | |
| 8 | GD |
General Dynamics Corp
This page
|
102 | $36,132 |
All Filings in GD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,132 | 102 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $34,322 | 100 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $33,666 | 100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $37,510 | 110 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $32,082 | 110 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $29,983 | 110 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $47,691 | 181 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $54,698 | 181 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $52,515 | 181 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,824 | 10 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,596 | 10 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,209 | 10 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,151 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,282 | 10 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,481 | 10 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||