Position in LOAR
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,656,476
New position
Shares Held
63,824
first reported quarter
Ownership
0.068%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Prospera Financial Services Inc holds $103,948,521 across 24 Aerospace & Defense names. LOAR ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
69,764 | $19,129,288 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
46,678 | $16,110,911 | |
| 3 | RTX |
RTX Corp
|
65,836 | $12,699,764 | |
| 4 | GE |
General Electric Co
|
37,613 | $10,673,441 | |
| 5 | BA |
Boeing Co
|
47,645 | $9,482,784 | |
| 6 | TDG |
TransDigm Group INC
|
6,949 | $8,053,613 | |
| 7 | LMT |
Lockheed Martin Corp
|
9,871 | $5,965,933 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
24,065 | $5,546,019 |
All Filings in LOAR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,656,476 | 63,824 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||