MARSICO CAPITAL MANAGEMENT LLC

Position in GE — General Electric Co

CIK 1055966 DENVER, CO

Position in GE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$208,895,636

+$49,025,010 QoQ

Shares Held

558,948

-0.8% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

5.50%

of 13F equity value

Holder Rank

#134

of 3,420 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Industrials · as of Jun 30, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $442,901,982 across 6 Aerospace & Defense names. GE ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	558,948	$208,895,636
2	BA	Boeing Co	523,760	$113,378,327
3	AIR	Aar Corp	253,981	$36,301,504
4	VSEC	Vse Corp	136,807	$31,260,399
5	HEI	Heico Corp	86,999	$30,988,173
6	AXON	Axon Enterprise, Inc.	39,382	$22,077,943

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,895,636	558,948	-0.8%	Shares	Sole	2026-08-13
2026-03-31	$159,870,626	563,381	-6.9%	Shares	Sole	2026-05-13
2025-12-31	$186,329,503	604,907	-5.4%	Shares	Sole	2026-02-12
2025-09-30	$192,444,180	639,732	-4.3%	Shares	Sole	2025-11-12
2025-06-30	$172,013,222	668,298	+1.4%	Shares	Sole	2025-08-12
2025-03-31	$131,851,414	658,763	-0.8%	Shares	Sole	2025-05-14
2024-12-31	$110,741,888	663,960	-2.3%	Shares	Sole	2025-02-13
2024-09-30	$128,141,618	679,508	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$108,531,362	682,716	+40.7%	Shares	Sole	2024-08-12
2024-03-31	$85,165,056	485,188	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.