Position in LOAR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,511,980
+$2,350,730 QoQ
Shares Held
118,000
-5.6% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
28.05%
of 13F equity value
Holder Rank
#57
of 279 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOAR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $9,713,481 across 9 Aerospace & Defense names. LOAR ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
This page
|
118,000 | $9,511,980 | |
| 2 | BA |
Boeing Co
|
300 | $64,941 | |
| 3 | GE |
General Electric Co
|
125 | $46,716 | |
| 4 | LMT |
Lockheed Martin Corp
|
57 | $29,039 | |
| 5 | GD |
General Dynamics Corp
|
76 | $26,922 | |
| 6 | TDG |
TransDigm Group INC
|
19 | $25,308 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
25 | $7,264 | |
| 8 | VVX |
V2X, Inc.
|
13 | $969 |
All Filings in LOAR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,511,980 | 118,000 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $7,161,250 | 125,000 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $8,500,000 | 125,000 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $10,000,000 | 125,000 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $10,771,250 | 125,000 | Shares | Sole | 2025-07-01 | |
| No filing history on record for this holder in this stock. | ||||||