Position in RTX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$640,718
-$17,071 QoQ
Shares Held
3,377
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,168
of 3,392 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Derivatives in RTX
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$242,416
PutShares
4,213
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 Jun 30, 2026Cypress Wealth Services, LLC holds $2,480,321 across 7 Aerospace & Defense names. RTX ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
3,377 | $640,718 | |
| 2 | GE |
General Electric Co
|
1,050 | $392,416 | |
| 3 | LMT |
Lockheed Martin Corp
|
767 | $390,755 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
1,139 | $318,794 | |
| 5 | BA |
Boeing Co
|
1,248 | $270,154 | |
| 6 | GD |
General Dynamics Corp
|
743 | $263,200 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
703 | $204,284 |
All Filings in RTX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,718 | 3,377 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $657,789 | 3,410 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $653,637 | 3,564 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $368,126 | 2,200 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $345,191 | 2,364 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $292,339 | 2,207 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $251,691 | 2,175 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $393,164 | 3,245 | Shares | Sole | 2024-10-09 | |
| 2021-03-31 | $281,185 | 3,639 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $224,040 | 3,133 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $242,416 | 4,213 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $211,849 | 3,438 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||