MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in RTX — RTX Corp

CIK 1607355 GLASTONBURY, CT

Position in RTX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,554,289

-$1,071,041 QoQ

Shares Held

39,816

-11.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.50%

of 13F equity value

Holder Rank

#735

of 3,386 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $14,334,839 across 13 Aerospace & Defense names. RTX ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp This page	39,816	$7,554,289
2	GD	General Dynamics Corp	8,216	$2,910,435
3	KTOS	Kratos Defense & Security Solutions, Inc.	19,525	$973,516
4	ATRO	Astronics Corp	10,980	$882,609
5	LMT	Lockheed Martin Corp	1,619	$824,815
6	HEI	Heico Corp	1,139	$405,700
7	HONA	Honeywell Aerospace Inc.	1,304	$288,288
8	RCAT	Red Cat Holdings, Inc.	23,250	$247,612

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,554,289	39,816	-11.0%	Shares	Sole	2026-08-13
2026-03-31	$8,625,330	44,714	+1.0%	Shares	Sole	2026-05-11
2025-12-31	$8,117,834	44,263	+9.3%	Shares	Sole	2026-02-12
2025-09-30	$6,779,040	40,513	+2.7%	Shares	Sole	2025-11-13
2025-06-30	$5,759,174	39,441	-0.3%	Shares	Sole	2025-08-06
2025-03-31	$5,237,733	39,542	+3.0%	Shares	Sole	2025-05-13
2024-12-31	$4,444,458	38,407	+28.0%	Shares	Sole	2025-02-12
2024-09-30	$3,635,648	30,007	+7.1%	Shares	Sole	2024-11-14
2024-06-30	$2,811,622	28,007	+9.5%	Shares	Sole	2024-08-12
2024-03-31	$2,494,037	25,572	+14.1%	Shares	Sole	2024-05-10
2023-12-31	$1,886,166	22,417	-3.2%	Shares	Sole	2024-02-09
2023-09-30	$1,666,609	23,157	+6.4%	Shares	Sole	2023-11-13
2023-06-30	$2,131,511	21,759	-3.8%	Shares	Sole	2023-08-10
2023-03-31	$2,214,099	22,609	+96.3%	Shares	Sole	2023-05-11
2022-12-31	$1,162,396	11,518	+3.2%	Shares	Sole	2023-02-14
2022-09-30	$913,803	11,163	+17.3%	Shares	Sole	2022-11-09
2022-06-30	$914,294	9,513	+63.5%	Shares	Sole	2022-08-11
2022-03-31	$576,290	5,817	+155.5%	Shares	Sole	2022-05-12
2021-12-31	$195,958	2,277	+12.2%	Shares	Sole	2022-02-11
2021-09-30	$174,412	2,029	0.0%	Shares	Sole	2021-11-10
2021-06-30	$173,093	2,029	-6.2%	Shares	Sole	2021-08-12
2021-03-31	$167,057	2,162	0.0%	Shares	Sole	2021-05-11
2020-12-31	$154,604	2,162	0.0%	Shares	Sole	2021-02-11
2020-09-30	$124,401	2,162	-96.0%	Shares	Sole	2020-11-12
2020-06-30	$3,359,953	54,527	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.