Position in HWM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$434,746
+$62,093 QoQ
Shares Held
1,617
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,002
of 1,603 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $22,254,033 across 8 Aerospace & Defense names. HWM ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
46,912 | $8,900,613 | |
| 2 | SARO |
StandardAero, Inc.
|
154,554 | $4,622,710 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
16,474 | $3,642,071 | |
| 4 | FTAI |
FTAI Aviation Ltd.
|
13,050 | $3,530,416 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,604 | $466,106 | |
| 6 | HWM |
Howmet Aerospace Inc.
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|
1,617 | $434,746 | |
| 7 | TDG |
TransDigm Group INC
|
248 | $330,345 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,914 | $327,026 |
All Filings in HWM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,746 | 1,617 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $372,653 | 1,617 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $331,517 | 1,617 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $316,518 | 1,613 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $320,888 | 1,724 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $309,535 | 2,386 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $260,956 | 2,386 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||