Position in SIF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,316,530
New position
Shares Held
56,262
first reported quarter
Ownership
0.900%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#8
of 36 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Informed Momentum Co LLC holds $42,962,620 across 11 Aerospace & Defense names. SIF ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOG-A |
Moog Inc.
|
15,338 | $6,500,857 | |
| 2 | ATRO |
Astronics Corp
|
79,042 | $6,422,952 | |
| 3 | DCO |
Ducommun Inc /De/
|
34,333 | $6,358,814 | |
| 4 | MRCY |
Mercury Systems Inc
|
47,917 | $5,861,686 | |
| 5 | PL |
Planet Labs PBC
|
176,740 | $5,855,396 | |
| 6 | MDA |
MDA Space Ltd.
|
124,100 | $5,122,848 | |
| 7 | AIR |
Aar Corp
|
15,835 | $2,263,296 | |
| 8 | PKE |
Park Aerospace Corp
|
45,073 | $1,719,985 |
All Filings in SIF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,530 | 56,262 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||