Position in RTX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$114,196,210
-$6,239,168 QoQ
Shares Held
601,888
-3.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#146
of 3,392 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $328,054,908 across 31 Aerospace & Defense names. RTX ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
601,888 | $114,196,210 | |
| 2 | GE |
General Electric Co
|
88,294 | $32,998,116 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
109,349 | $24,144,259 | |
| 4 | GD |
General Dynamics Corp
|
55,163 | $19,540,941 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
66,606 | $19,355,037 | |
| 6 | BA |
Boeing Co
|
64,409 | $13,942,616 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
60,999 | $11,873,455 | |
| 8 | LMT |
Lockheed Martin Corp
|
22,606 | $11,516,852 |
All Filings in RTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,196,210 | 601,888 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $120,435,378 | 624,341 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $112,811,907 | 615,114 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $102,944,260 | 615,217 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $88,568,869 | 606,553 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $72,249,909 | 545,447 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $61,685,124 | 533,055 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $59,060,411 | 487,458 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $46,042,869 | 458,640 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $41,231,100 | 422,753 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $18,248,703 | 216,885 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,529,866 | 21,257 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,489,849 | 25,417 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,793,649 | 28,527 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,902,358 | 28,759 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,574,331 | 19,232 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,435,715 | 25,343 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,940,595 | 29,682 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,540,336 | 99,237 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $2,383,326 | 27,726 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $8,525,540 | 99,936 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $10,908,437 | 141,173 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,859,689 | 26,006 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,473,541 | 25,609 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,526,450 | 24,772 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||