SPIREPOINT PRIVATE CLIENT, LLC
Position in KTOS — Kratos Defense & Security Solutions, Inc.
CIK 2022908
VERO BEACH, FL
Position in KTOS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,415,858
-$147,787 QoQ
Shares Held
68,509
+35.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#156
of 621 holders
Holding Since
Dec 2025
3 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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $48,715,911 across 12 Aerospace & Defense names. KTOS ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
47,251 | $16,738,194 | |
| 2 | AXON |
Axon Enterprise, Inc.
|
25,790 | $14,458,131 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
17,522 | $8,924,129 | |
| 4 | KTOS |
Kratos Defense & Security Solutions, Inc.
This page
|
68,509 | $3,415,858 | |
| 5 | RTX |
RTX Corp
|
6,412 | $1,216,548 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
4,790 | $932,373 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,539 | $784,058 | |
| 8 | GE |
General Electric Co
|
1,852 | $692,147 |
All Filings in KTOS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,415,858 | 68,509 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,563,645 | 50,541 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $301,514 | 3,972 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||