Creative Planning

Position in RTX — RTX Corp

CIK 1540235 OVERLAND PARK, KS

Back to RTX Full portfolio

Position in RTX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$124,351,634

+$11,254,541 QoQ

Shares Held

644,643

+4.5% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.4318669403064952.ToString("F0")% Shared 0.ToString("F0")% None 99.56813305969351.ToString("F0")%

Common Shares in RTX Over Time

Shares Held

Position Value (USD)

Derivatives in RTX

reported options exposure · as of Sep 30, 2023

CallValue

$57,576

CallShares

800

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Aerospace & Defense

Industrials · as of Mar 31, 2026

Creative Planning holds $702,117,188 across 47 Aerospace & Defense names. RTX ranks #1 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp This page	644,643	$124,351,634
2	LMT	Lockheed Martin Corp	169,323	$102,337,127
3	GE	General Electric Co	336,002	$95,347,287
4	BA	Boeing Co	391,748	$77,969,603
5	NOC	Northrop Grumman Corp /De/	75,665	$51,621,689
6	GD	General Dynamics Corp	115,601	$39,676,574
7	LHX	L3harris Technologies, Inc. /De/	79,925	$27,586,113
8	HWM	Howmet Aerospace Inc.	108,199	$24,935,541

All Filings in RTX

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$124,351,634	644,643	+4.5%	Shares	Defined	2026-05-12
2025-12-31	$113,097,093	616,669	+7.7%	Shares	Sole	2026-02-17
2025-09-30	$95,852,145	572,833	+6.6%	Shares	Sole	2025-11-14
2025-06-30	$78,489,838	537,528	+2.1%	Shares	Sole	2025-08-08
2025-03-31	$69,735,156	526,462	+6.9%	Shares	Sole	2025-05-15
2024-12-31	$56,970,922	492,317	+0.3%	Shares	Defined	2025-02-14
2024-09-30	$59,444,973	490,632	+1.2%	Shares	Defined	2024-10-11
2024-06-30	$48,655,501	484,665	+7.2%	Shares	Defined	2024-08-15
2024-03-31	$44,102,285	452,192	+4.0%	Shares	Sole	2024-05-13
2023-12-31	$36,598,206	434,968	+10.2%	Shares	Defined	2024-02-14
2023-09-30	$28,417,570	394,853	+49256.6%	Shares	Defined	2023-11-16
2023-09-30	$57,576	800	+300.0%	Call	Sole	2023-11-16
2023-06-30	$19,592	200	-99.9%	Call	Sole	2023-07-21
2023-06-30	$36,845,302	376,126	+2.3%	Shares	Sole	2023-07-21
2023-03-31	$36,016,400	367,777	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$36,863,149	365,271	+182535.5%	Shares	Sole	2023-02-10
2022-12-31	$20,184	200	-99.9%	Call	Sole	2023-02-10
2022-09-30	$29,636,348	362,037	-4.3%	Shares	Sole	2022-11-03
2022-06-30	$36,352,454	378,238	+3.5%	Shares	Sole	2022-08-15
2022-03-31	$36,204,041	365,439	+65.3%	Shares	Sole	2022-05-16
2021-12-31	$19,026,489	221,084	-2.3%	Shares	Sole	2022-02-11
2021-09-30	$19,456,530	226,344	+0.9%	Shares	Sole	2021-11-10
2021-06-30	$19,142,709	224,390	+2.9%	Shares	Sole	2021-08-04
2021-03-31	$16,848,723	218,050	+0.5%	Shares	Sole	2021-04-30
2020-12-31	$15,511,877	216,919	+22.2%	Shares	Sole	2021-01-29
2020-09-30	$10,215,421	177,536	+2.9%	Shares	Sole	2020-11-05
2020-06-30	$10,627,046	172,461	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.