Position in LOAR
as of Sep 30, 2026
· filed Oct 1, 2026
Position Value
$7,259,360
-$2,252,620 QoQ
Shares Held
118,000
0.0% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#1
of 11 holders
Holding Since
Jun 2025
6 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 Sep 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $7,742,012 across 13 Aerospace & Defense names. LOAR ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
This page
|
118,000 | $7,259,360 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
1,171 | $176,657 | |
| 3 | RTX |
RTX Corp
|
391 | $72,589 | |
| 4 | BA |
Boeing Co
|
300 | $55,815 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
220 | $49,759 | |
| 6 | GE |
General Electric Co
|
125 | $39,036 | |
| 7 | HEI |
Heico Corp
|
99 | $22,604 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
51 | $21,548 |
All Filings in LOAR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $7,259,360 | 118,000 | Shares | Sole | 2026-10-01 | |
| 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. | ||||||