Position in RTX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$624,401
+$41,651 QoQ
Shares Held
3,291
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,185
of 3,392 holders
Holding Since
Jun 2020
25 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, 2026Center for Financial Planning, Inc. holds $1,947,064 across 12 Aerospace & Defense names. RTX ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
3,291 | $624,401 | |
| 2 | GE |
General Electric Co
|
1,194 | $446,233 | |
| 3 | LMT |
Lockheed Martin Corp
|
551 | $280,712 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
700 | $188,202 | |
| 5 | BA |
Boeing Co
|
829 | $179,453 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
530 | $90,555 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
207 | $60,152 | |
| 8 | GD |
General Dynamics Corp
|
78 | $27,630 |
All Filings in RTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,401 | 3,291 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $582,750 | 3,021 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $554,051 | 3,021 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $489,607 | 2,926 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $440,688 | 3,018 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $401,618 | 3,032 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $350,863 | 3,032 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $360,087 | 2,972 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $298,359 | 2,972 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $296,686 | 3,042 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $256,458 | 3,048 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $216,917 | 3,014 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $316,606 | 3,232 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $316,215 | 3,229 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $321,329 | 3,184 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $279,879 | 3,419 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $316,586 | 3,294 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $349,419 | 3,527 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $283,481 | 3,294 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $135,988 | 1,582 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $256,100 | 3,002 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $231,964 | 3,002 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $214,673 | 3,002 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $172,735 | 3,002 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $174,507 | 2,832 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||