Position in RTX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,117,509
-$38,733 QoQ
Shares Held
5,890
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,760
of 3,392 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $3,500,543 across 7 Aerospace & Defense names. RTX ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,183 | $1,189,582 | |
| 2 | RTX |
RTX Corp
This page
|
5,890 | $1,117,509 | |
| 3 | BA |
Boeing Co
|
1,621 | $350,897 | |
| 4 | RKLB |
Rocket Lab Corp
|
3,095 | $314,606 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,073 | $288,486 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
415 | $211,363 | |
| 7 | SIDU |
Sidus Space Inc.
|
10,000 | $28,100 |
All Filings in RTX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,509 | 5,890 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,156,242 | 5,994 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,087,562 | 5,930 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,057,023 | 6,317 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $870,279 | 5,960 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $770,784 | 5,819 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $689,922 | 5,962 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $726,960 | 6,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $613,282 | 6,109 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $589,666 | 6,046 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $592,093 | 7,037 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $509,331 | 7,077 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $915,632 | 9,347 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $848,661 | 8,666 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $874,673 | 8,667 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $659,546 | 8,057 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $765,323 | 7,963 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $777,996 | 7,853 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $373,070 | 4,335 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $371,691 | 4,324 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $412,985 | 4,841 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $374,064 | 4,841 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $267,089 | 3,735 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||