Position in HONA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,105,566
New position
Shares Held
27,617
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#390
of 1,867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $10,206,347 across 6 Aerospace & Defense names. HONA ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
This page
|
27,617 | $6,105,566 | |
| 2 | RTX |
RTX Corp
|
7,974 | $1,512,907 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,571 | $800,126 | |
| 4 | GE |
General Electric Co
|
1,769 | $661,128 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,111 | $566,010 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,000 | $560,610 |
All Filings in HONA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,105,566 | 27,617 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||