Position in RTX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,782,513
-$20,909 QoQ
Shares Held
9,395
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#213
of 573 holders
Holding Since
Jun 2020
22 quarters on record
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $8,822,907 across 7 Aerospace & Defense names. RTX ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
5,624 | $2,865,203 | |
| 2 | GD |
General Dynamics Corp
|
7,534 | $2,668,844 | |
| 3 | RTX |
RTX Corp
This page
|
9,395 | $1,782,513 | |
| 4 | GE |
General Electric Co
|
1,377 | $514,626 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
1,856 | $409,804 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
2,111 | $360,685 | |
| 7 | BA |
Boeing Co
|
1,022 | $221,232 |
All Filings in RTX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,782,513 | 9,395 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,803,422 | 9,349 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,690,948 | 9,220 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $1,552,989 | 9,281 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,330,388 | 9,111 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,289,100 | 9,732 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,089,272 | 9,413 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,155,624 | 9,538 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $938,947 | 9,353 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $917,464 | 9,407 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $802,274 | 9,535 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $653,775 | 9,084 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $915,828 | 9,349 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $906,048 | 9,252 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,013,842 | 10,046 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $808,121 | 9,872 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $901,896 | 9,384 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $938,886 | 9,477 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $810,857 | 9,422 | Shares | Sole | 2022-01-07 | |
| 2020-12-31 | $621,564 | 8,692 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $547,320 | 9,512 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $579,536 | 9,405 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||