FIRST FOUNDATION ADVISORS

Endowment

Position in RTX — RTX Corp

CIK 1086763 Irvine, CA

Position in RTX

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$2,516,958

+$267,924 QoQ

Shares Held

13,048

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 99.31023911710606.ToString("F0")% Shared 0.ToString("F0")% None 0.6897608828939301.ToString("F0")%

Industrials · as of Mar 31, 2026

FIRST FOUNDATION ADVISORS holds $7,921,881 across 6 Aerospace & Defense names. RTX ranks #1 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp This page	13,048	$2,516,958
2	GE	General Electric Co	8,494	$2,410,341
3	BA	Boeing Co	4,860	$967,285
4	LMT	Lockheed Martin Corp	1,425	$861,255
5	NOC	Northrop Grumman Corp /De/	941	$641,987
6	BETA	BETA Technologies, Inc.	35,650	$524,055

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,516,958	13,048	+6.4%	Shares	Defined	2026-05-04
2025-12-31	$2,249,034	12,263	+1.9%	Shares	Defined	2026-02-04
2025-09-30	$2,012,979	12,030	-4.4%	Shares	Sole	2025-11-17
2025-06-30	$1,837,222	12,582	+41.7%	Shares	Defined	2025-08-14
2025-03-31	$1,176,244	8,880	-7.1%	Shares	Defined	2025-05-08
2024-12-31	$1,106,514	9,562	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$1,166,043	9,624	+2.7%	Shares	Sole	2024-11-14
2024-06-30	$940,352	9,367	-9.9%	Shares	Sole	2024-08-06
2024-03-31	$1,013,921	10,396	-2.3%	Shares	Sole	2024-05-10
2023-12-31	$895,585	10,644	-34.5%	Shares	Sole	2024-02-14
2023-09-30	$1,170,303	16,261	+0.5%	Shares	Defined	2023-11-15
2023-06-30	$1,584,894	16,179	-62.0%	Shares	Defined	2023-08-14
2023-03-31	$4,174,657	42,629	+9.7%	Shares	Sole	2023-05-12
2022-12-31	$3,920,136	38,844	+9.6%	Shares	Sole	2023-02-14
2022-09-30	$2,900,954	35,438	+44.1%	Shares	Sole	2022-11-14
2022-06-30	$2,364,402	24,601	+26.9%	Shares	Sole	2022-08-12
2022-03-31	$1,921,165	19,392	+47.1%	Shares	Sole	2022-05-05
2021-12-31	$1,134,184	13,179	-1.3%	Shares	Sole	2022-02-14
2021-09-30	$1,148,167	13,357	+11.8%	Shares	Sole	2021-11-15
2021-06-30	$1,019,283	11,948	-6.8%	Shares	Sole	2021-08-13
2021-03-31	$990,601	12,820	-9.8%	Shares	Sole	2021-05-18
2020-12-31	$1,016,371	14,213	-10.5%	Shares	Sole	2021-02-16
2020-09-30	$913,274	15,872	+23.3%	Shares	Sole	2020-11-12
2020-06-30	$793,295	12,874	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.