Position in SIF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$266,760
New position
Shares Held
11,400
first reported quarter
Ownership
0.182%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#28
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, 2026Evernest Financial Advisors, LLC holds $5,759,154 across 10 Aerospace & Defense names. SIF ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
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
This page
|
11,400 | $266,760 | |
| 8 | AIR |
Aar Corp
|
1,665 | $237,978 |
All Filings in SIF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,760 | 11,400 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||