Position in TDG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,249,310
+$17,159,706 QoQ
Shares Held
14,451
+701.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#202
of 1,142 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $73,555,577 across 20 Aerospace & Defense names. TDG ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
114,381 | $25,287,350 | |
| 2 | TDG |
TransDigm Group INC
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|
14,451 | $19,249,310 | |
| 3 | RTX |
RTX Corp
|
48,843 | $9,266,982 | |
| 4 | GE |
General Electric Co
|
15,578 | $5,821,965 | |
| 5 | LMT |
Lockheed Martin Corp
|
5,226 | $2,662,437 | |
| 6 | GD |
General Dynamics Corp
|
6,689 | $2,369,511 | |
| 7 | BA |
Boeing Co
|
5,923 | $1,282,151 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
4,506 | $1,211,483 |
All Filings in TDG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,249,310 | 14,451 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,089,604 | 1,803 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $264,640 | 199 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $242,515 | 184 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $293,483 | 193 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $275,274 | 199 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||