Orion Porfolio Solutions, LLC

Position in TDG — TransDigm Group INC

CIK 1360533 OMAHA, NE

Position in TDG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,768,949

+$204,354 QoQ

Shares Held

1,328

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#489

of 1,139 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Industrials · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $152,952,320 across 32 Aerospace & Defense names. TDG ranks #19 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	80,716	$30,165,990
2	RTX	RTX Corp	116,240	$22,054,215
3	BA	Boeing Co	56,502	$12,230,987
4	NOC	Northrop Grumman Corp /De/	21,108	$10,750,515
5	HWM	Howmet Aerospace Inc.	35,210	$9,466,560
6	HONA	Honeywell Aerospace Inc.	33,360	$7,375,228
7	LMT	Lockheed Martin Corp	12,783	$6,512,427
8	WWD	Woodward, Inc.	14,714	$6,259,924

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,768,949	1,328	-1.6%	Shares	Sole	2026-08-14
2026-03-31	$1,564,595	1,350	-5.3%	Shares	Sole	2026-05-13
2025-12-31	$1,896,366	1,426	+5.2%	Shares	Sole	2026-02-12
2025-09-30	$1,787,235	1,356	-1.7%	Shares	Sole	2025-11-12
2025-06-30	$2,098,483	1,380	+2.1%	Shares	Sole	2025-08-27
2025-03-31	$1,870,208	1,352	+21.4%	Shares	Sole	2025-08-01
2024-12-31	$1,411,749	1,114	+4.3%	Shares	Sole	2025-08-01
2024-09-30	$1,524,174	1,068	+6.1%	Shares	Sole	2025-07-31
2024-06-30	$1,286,553	1,007	+14.7%	Shares	Sole	2025-07-31
2024-03-31	$1,081,344	878	+47.8%	Shares	Sole	2025-07-31
2023-12-31	$600,890	594	+22.7%	Shares	Sole	2025-07-31
2023-09-30	$408,074	484	+18.9%	Shares	Sole	2025-07-31
2023-06-30	$363,927	407	+20.4%	Shares	Sole	2025-07-31
2023-03-31	$249,122	338	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.