Position in RTX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,224,405
+$3,263,577 QoQ
Shares Held
27,536
+170.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#903
of 3,392 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026HCR Wealth Advisors holds $18,362,245 across 7 Aerospace & Defense names. RTX ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
27,536 | $5,224,405 | |
| 2 | BA |
Boeing Co
|
19,335 | $4,185,447 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
14,045 | $4,081,336 | |
| 4 | TDG |
TransDigm Group INC
|
1,957 | $2,606,802 | |
| 5 | GE |
General Electric Co
|
3,361 | $1,256,106 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,498 | $763,171 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
481 | $244,978 |
All Filings in RTX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,224,405 | 27,536 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,960,828 | 10,165 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,658,119 | 9,041 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,286,265 | 7,687 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $709,511 | 4,859 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $638,854 | 4,823 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $578,137 | 4,996 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $629,183 | 5,193 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $431,375 | 4,297 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $393,728 | 4,037 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $339,420 | 4,034 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $219,796 | 3,054 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $319,251 | 3,259 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $308,675 | 3,152 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $317,898 | 3,150 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $270,629 | 3,306 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $311,876 | 3,245 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $315,537 | 3,185 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $275,133 | 3,197 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $282,894 | 3,291 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $280,499 | 3,288 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $253,909 | 3,286 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $350,971 | 4,908 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $291,612 | 5,068 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||