Position in RTX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,592,593
-$43,199 QoQ
Shares Held
8,394
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,523
of 3,395 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $5,759,154 across 10 Aerospace & Defense names. RTX ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
8,394 | $1,592,593 | |
| 2 | TATT |
Tat Technologies Ltd
|
24,370 | $1,175,365 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,056 | $1,047,449 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,775 | $392,417 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
666 | $339,200 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,970 | $336,594 | |
| 7 | SIF |
Sifco Industries Inc
|
11,400 | $266,760 | |
| 8 | AIR |
Aar Corp
|
1,665 | $237,978 |
All Filings in RTX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,592,593 | 8,394 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,635,792 | 8,480 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,463,715 | 7,981 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,391,516 | 8,316 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,192,107 | 8,164 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $912,252 | 6,887 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $759,586 | 6,564 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $773,848 | 6,387 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $641,793 | 6,393 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $638,919 | 6,551 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $470,510 | 5,592 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $461,884 | 5,367 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||