Position in LOAR
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$24,183
+$6,996 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#216
of 279 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $3,976,860 across 11 Aerospace & Defense names. LOAR ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
3,199 | $1,629,762 | |
| 2 | RTX |
RTX Corp
|
8,243 | $1,563,944 | |
| 3 | GD |
General Dynamics Corp
|
1,302 | $461,220 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
489 | $141,506 | |
| 5 | GE |
General Electric Co
|
343 | $128,189 | |
| 6 | LOAR |
Loar Holdings Inc.
This page
|
300 | $24,183 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
55 | $14,771 | |
| 8 | RKLB |
Rocket Lab Corp
|
100 | $10,165 |
All Filings in LOAR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,183 | 300 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $17,187 | 300 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $20,400 | 300 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $24,000 | 300 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $25,851 | 300 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $21,195 | 300 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $14,782 | 200 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||