Position in RTX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$328,991
-$2,797 QoQ
Shares Held
1,734
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,697
of 3,392 holders
Holding Since
Mar 2025
6 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, 2026Berger Financial Group, Inc holds $10,734,720 across 8 Aerospace & Defense names. RTX ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
16,743 | $3,624,357 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,467 | $2,275,757 | |
| 3 | GE |
General Electric Co
|
5,961 | $2,227,804 | |
| 4 | GD |
General Dynamics Corp
|
3,109 | $1,101,332 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,363 | $522,412 | |
| 6 | AVAV |
AeroVironment Inc
|
2,432 | $401,450 | |
| 7 | RTX |
RTX Corp
This page
|
1,734 | $328,991 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
496 | $252,617 |
All Filings in RTX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,991 | 1,734 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $331,788 | 1,720 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $291,972 | 1,592 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $265,385 | 1,586 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $223,994 | 1,534 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $222,797 | 1,682 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||