Position in LOAR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,886,966
+$821,204 QoQ
Shares Held
35,814
-0.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#94
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, 2026Thrive Wealth Management, LLC holds $7,060,089 across 7 Aerospace & Defense names. LOAR ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
This page
|
35,814 | $2,886,966 | |
| 2 | LMT |
Lockheed Martin Corp
|
3,359 | $1,711,276 | |
| 3 | RTX |
RTX Corp
|
4,411 | $836,899 | |
| 4 | GD |
General Dynamics Corp
|
1,836 | $650,384 | |
| 5 | GE |
General Electric Co
|
1,461 | $546,019 | |
| 6 | BA |
Boeing Co
|
1,018 | $220,366 | |
| 7 | RKLB |
Rocket Lab Corp
|
2,048 | $208,179 |
All Filings in LOAR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,886,966 | 35,814 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,065,762 | 36,058 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,790,176 | 41,032 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,281,280 | 41,016 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,522,888 | 40,883 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||