Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in LOAR — Loar Holdings Inc.
CIK 1510434
Seattle, WA
Position in LOAR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,716,798
+$785,954 QoQ
Shares Held
33,703
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#8
of 25 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LOAR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $37,689,075 across 19 Aerospace & Defense names. LOAR ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
49,636 | $9,417,437 | |
| 2 | GE |
General Electric Co
|
16,489 | $6,162,433 | |
| 3 | BA |
Boeing Co
|
18,934 | $4,098,642 | |
| 4 | GD |
General Dynamics Corp
|
8,606 | $3,048,589 | |
| 5 | LOAR |
Loar Holdings Inc.
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|
33,703 | $2,716,798 | |
| 6 | LMT |
Lockheed Martin Corp
|
3,546 | $1,806,544 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
5,943 | $1,597,834 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
3,070 | $1,563,581 |
All Filings in LOAR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,716,798 | 33,703 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,930,844 | 33,703 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,291,804 | 33,703 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,696,240 | 33,703 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,904,187 | 33,703 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $5,053,374 | 68,372 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||