Sun Financial Inc

Position in LMT — Lockheed Martin Corp

CIK 2067342 MIDVALE, UT

Position in LMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$643,447

+$130,320 QoQ

Shares Held

1,263

+48.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,594

of 2,767 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sun Financial Inc holds $4,347,762 across 5 Aerospace & Defense names. LMT ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	4,176	$1,560,696
2	NOC	Northrop Grumman Corp /De/	2,893	$1,473,433
3	LMT	Lockheed Martin Corp This page	1,263	$643,447
4	GD	General Dynamics Corp	1,338	$473,973
5	AXON	Axon Enterprise, Inc.	350	$196,213

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,447	1,263	+48.8%	Shares	Sole	2026-08-12
2026-03-31	$513,127	849	-4.0%	Shares	Sole	2026-05-15
2025-12-31	$427,564	884	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.