Position in RTX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,522,839
+$5,881 QoQ
Shares Held
13,297
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,256
of 3,395 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $9,807,646 across 8 Aerospace & Defense names. RTX ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,106 | $3,403,185 | |
| 2 | RTX |
RTX Corp
This page
|
13,297 | $2,522,839 | |
| 3 | BA |
Boeing Co
|
4,961 | $1,073,906 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,568 | $798,833 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,846 | $629,192 | |
| 6 | BETA |
BETA Technologies, Inc.
|
35,650 | $597,137 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,040 | $529,682 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,480 | $252,872 |
All Filings in RTX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,522,839 | 13,297 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,516,958 | 13,048 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,249,034 | 12,263 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $2,012,979 | 12,030 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,837,222 | 12,582 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,176,244 | 8,880 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,106,514 | 9,562 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,166,043 | 9,624 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $940,352 | 9,367 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,013,921 | 10,396 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $895,585 | 10,644 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,170,303 | 16,261 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,584,894 | 16,179 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,174,657 | 42,629 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,920,136 | 38,844 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,900,954 | 35,438 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,364,402 | 24,601 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,921,165 | 19,392 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,134,184 | 13,179 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,148,167 | 13,357 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,019,283 | 11,948 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $990,601 | 12,820 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,016,371 | 14,213 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $913,274 | 15,872 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $793,295 | 12,874 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 UTX | — | 3,454 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||