Position in GD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,779,721
+$85,444 QoQ
Shares Held
7,847
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#60
of 345 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $46,765,078 across 20 Aerospace & Defense names. GD ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
29,365 | $10,974,581 | |
| 2 | BA |
Boeing Co
|
35,022 | $7,581,212 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
33,710 | $5,759,690 | |
| 4 | RTX |
RTX Corp
|
24,271 | $4,604,936 | |
| 5 | GD |
General Dynamics Corp
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|
7,847 | $2,779,721 | |
| 6 | FTAI |
FTAI Aviation Ltd.
|
9,011 | $2,437,745 | |
| 7 | LMT |
Lockheed Martin Corp
|
4,716 | $2,402,613 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
8,319 | $1,836,835 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,779,721 | 7,847 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,694,277 | 7,850 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,126,224 | 9,286 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,066,272 | 8,992 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,115,803 | 10,683 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,968,123 | 10,889 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,493,932 | 9,465 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,718,289 | 8,995 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,261,351 | 7,794 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,210,469 | 4,285 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,086,199 | 4,183 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $848,966 | 3,842 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $830,048 | 3,858 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $865,144 | 3,791 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $925,450 | 3,730 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $785,453 | 3,702 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $669,281 | 3,025 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $723,540 | 3,000 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $644,172 | 3,090 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $597,695 | 3,049 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $574,381 | 3,051 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $569,735 | 3,138 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $475,331 | 3,194 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $453,496 | 3,276 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $527,145 | 3,527 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $477,639 | 3,610 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||