Position in SIF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,294,346
+$989,314 QoQ
Shares Held
98,049
0.0% QoQ
Ownership
1.57%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#6
of 36 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SIF Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealthspire Advisors, LLC holds $52,554,275 across 21 Aerospace & Defense names. SIF ranks #10 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
21,893 | $8,182,070 | |
| 2 | RTX |
RTX Corp
|
34,636 | $6,571,488 | |
| 3 | BA |
Boeing Co
|
22,904 | $4,958,028 | |
| 4 | LMT |
Lockheed Martin Corp
|
8,209 | $4,182,157 | |
| 5 | BYRN |
Byrna Technologies Inc.
|
604,702 | $4,057,550 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
6,643 | $3,724,132 | |
| 7 | ATRO |
Astronics Corp
|
29,434 | $2,391,806 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
4,663 | $2,374,912 |
All Filings in SIF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,294,346 | 98,049 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,305,032 | 98,049 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $334,950 | 60,027 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||