CAPITAL FINANCIAL GROUP INC\CO\ /ADV

Position in LMT — Lockheed Martin Corp

CIK 1061555 LITTLETON, CO

Position in LMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,095,408

-$265,339 QoQ

Shares Held

4,113

+5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.67%

of 13F equity value

Holder Rank

#946

of 2,767 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $4,622,222 across 6 Aerospace & Defense names. LMT ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	4,113	$2,095,408
2	GD	General Dynamics Corp	3,518	$1,246,216
3	TXT	Textron Inc	4,401	$403,703
4	LHX	L3harris Technologies, Inc. /De/	1,204	$349,870
5	BA	Boeing Co	1,460	$316,046
6	RTX	RTX Corp	1,112	$210,979

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,095,408	4,113	+5.3%	Shares	Sole	2026-08-07
2026-03-31	$2,360,747	3,906	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$1,887,764	3,903	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.