Position in RTX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,010,691
+$95,188 QoQ
Shares Held
5,327
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,836
of 3,392 holders
Holding Since
Dec 2022
15 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, 2026Perennial Investment Advisors, LLC holds $8,296,444 across 13 Aerospace & Defense names. RTX ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,663 | $1,742,702 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,917 | $1,010,978 | |
| 3 | RTX |
RTX Corp
This page
|
5,327 | $1,010,691 | |
| 4 | BA |
Boeing Co
|
4,383 | $948,788 | |
| 5 | RKLB |
Rocket Lab Corp
|
8,134 | $826,821 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,226 | $624,597 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
1,015 | $569,019 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,375 | $369,682 |
All Filings in RTX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,691 | 5,327 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $915,503 | 4,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $819,798 | 4,470 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $746,124 | 4,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $655,045 | 4,486 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $555,802 | 4,196 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $452,233 | 3,908 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $473,735 | 3,910 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $360,299 | 3,589 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $343,500 | 3,522 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $280,438 | 3,333 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $232,607 | 3,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $321,210 | 3,279 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $321,700 | 3,285 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $204,766 | 2,029 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||