Position in RTX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$569,569
+$30,607 QoQ
Shares Held
3,002
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,257
of 3,395 holders
Holding Since
Jun 2020
17 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, 2026Regent Peak Wealth Advisors LLC holds $4,794,404 across 8 Aerospace & Defense names. RTX ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,064 | $1,518,838 | |
| 2 | GD |
General Dynamics Corp
|
2,404 | $851,592 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,513 | $770,812 | |
| 4 | RTX |
RTX Corp
This page
|
3,002 | $569,569 | |
| 5 | BA |
Boeing Co
|
1,625 | $351,763 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,027 | $276,119 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
482 | $245,487 | |
| 8 | MOG-A |
Moog Inc.
|
496 | $210,224 |
All Filings in RTX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,569 | 3,002 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $538,962 | 2,794 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $500,682 | 2,730 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $450,452 | 2,692 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $382,412 | 2,887 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $390,670 | 3,376 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $411,822 | 3,399 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $512,189 | 5,102 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,581,619 | 26,470 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,501,566 | 29,731 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,448,684 | 20,129 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,771,802 | 18,087 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $211,039 | 2,155 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $209,610 | 2,077 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $221,533 | 2,305 | Shares | Sole | 2022-08-11 | |
| 2020-12-31 | $95,894 | 1,341 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $1,234,125 | 20,028 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||