Cerity Partners LLC

Position in LOAR — Loar Holdings Inc.

CIK 1566475 NEW YORK, NY

Back to LOAR Full portfolio

Position in LOAR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,053,181

-$3,426,347 QoQ

Shares Held

227,844

-6.0% QoQ

Ownership

0.243%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 99.87754779586032.ToString("F0")% Shared 0.ToString("F0")% None 0.12245220413967452.ToString("F0")%

Common Shares in LOAR Over Time

Shares Held

Position Value (USD)

Derivatives in LOAR

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$57,290

PutShares

1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Aerospace & Defense

Industrials · as of Mar 31, 2026

Cerity Partners LLC holds $787,570,529 across 40 Aerospace & Defense names. LOAR ranks #12 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	1,209,485	$233,309,655
2	GE	General Electric Co	537,505	$152,527,792
3	LMT	Lockheed Martin Corp	165,139	$99,808,359
4	BA	Boeing Co	263,185	$52,381,710
5	GD	General Dynamics Corp	126,716	$43,491,465
6	LHX	L3harris Technologies, Inc. /De/	123,676	$42,686,771
7	NOC	Northrop Grumman Corp /De/	35,136	$23,971,184
8	HWM	Howmet Aerospace Inc.	92,050	$21,213,842

All Filings in LOAR

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$57,290	1,000	-99.6%	Put	Sole	2026-05-15
2026-03-31	$13,053,181	227,844	-6.0%	Shares	Sole	2026-05-15
2025-12-31	$16,479,528	242,346	+0.0%	Shares	Other	2026-02-11
2025-09-30	$19,386,080	242,326	-0.0%	Shares	Defined	2025-10-22
2025-06-30	$20,883,644	242,354	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.