Bouvel Investment Partners, LLC
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 1839122
PHOENIXVILLE, PA
Position in KTOS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,038,376
-$839,771 QoQ
Shares Held
40,882
+0.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#198
of 621 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KTOS Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Bouvel Investment Partners, LLC holds $31,832,977 across 8 Aerospace & Defense names. KTOS ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
24,644 | $9,210,202 | |
| 2 | BA |
Boeing Co
|
26,842 | $5,810,487 | |
| 3 | RTX |
RTX Corp
|
28,889 | $5,481,109 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
5,895 | $3,304,795 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
13,523 | $2,985,878 | |
| 6 | AVAV |
AeroVironment Inc
|
13,285 | $2,192,954 | |
| 7 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
40,882 | $2,038,376 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
|
75,979 | $809,176 |
All Filings in KTOS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,038,376 | 40,882 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,878,147 | 40,819 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,790,224 | 63,104 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,775,132 | 63,206 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,861,760 | 83,138 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,631,009 | 88,616 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,284,745 | 86,609 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,064,752 | 88,616 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,791,535 | 89,532 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,645,524 | 89,528 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,817,679 | 89,585 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,302,068 | 86,689 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,244,468 | 86,783 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,123,436 | 83,341 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $826,116 | 80,050 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $784,433 | 77,208 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $852,343 | 61,408 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,243,791 | 60,732 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,170,731 | 60,347 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,321,376 | 59,228 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,705,867 | 59,876 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,618,386 | 59,325 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,625,885 | 59,274 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||