Position in MRCY
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,387,875
+$103,904 QoQ
Shares Held
32,751
+4.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRCY Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Bouvel Investment Partners, LLC holds $31,832,977 across 8 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
24,644 | $9,210,202 | |
| 2 | BA |
Boeing Co
|
26,842 | $5,810,487 | |
| 3 | RTX |
RTX Corp
|
28,889 | $5,481,109 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
5,895 | $3,304,795 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
13,523 | $2,985,878 | |
| 6 | AVAV |
AeroVironment Inc
|
13,285 | $2,192,954 | |
| 7 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
40,882 | $2,038,376 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
|
75,979 | $809,176 |
All Filings in MRCY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,387,875 | 32,751 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,283,971 | 31,283 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,434,926 | 31,459 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,659,318 | 30,808 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $1,306,746 | 31,113 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||