Position in RTX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$17,092,585
+$425,254 QoQ
Shares Held
90,089
+4.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#487
of 3,394 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, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $28,147,559 across 4 Aerospace & Defense names. RTX ranks #1 (60.7% of the industry book) .
All Filings in RTX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,092,585 | 90,089 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $16,667,331 | 86,404 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,734,619 | 85,794 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $14,304,874 | 85,489 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,540,051 | 85,879 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $11,349,702 | 85,684 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,986,520 | 86,299 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,549,885 | 87,074 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,730,416 | 86,965 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $8,562,646 | 87,795 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,640,749 | 78,925 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $9,374,452 | 130,255 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,959,593 | 101,670 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $9,954,094 | 101,645 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $10,239,343 | 101,460 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,275,063 | 101,088 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,260,509 | 65,139 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,634,655 | 16,500 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $946,660 | 11,000 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $945,560 | 11,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $938,410 | 11,000 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $853,060 | 11,040 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $610,623 | 8,539 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $511,473 | 8,889 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $744,985 | 12,090 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 UTX | — | 90 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||