Position in SARO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$276,428
New position
Shares Held
9,242
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 360 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $9,172,670 across 7 Aerospace & Defense names. SARO ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
14,938 | $3,233,628 | |
| 2 | RTX |
RTX Corp
|
14,397 | $2,731,542 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
4,269 | $1,147,763 | |
| 4 | GE |
General Electric Co
|
2,166 | $809,499 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,293 | $658,537 | |
| 6 | GD |
General Dynamics Corp
|
890 | $315,273 | |
| 7 | SARO |
StandardAero, Inc.
This page
|
9,242 | $276,428 |
All Filings in SARO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,428 | 9,242 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||