Position in TDG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,364,008
+$179,551 QoQ
Shares Held
1,024
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#527
of 1,139 holders
Holding Since
Jun 2020
25 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, 2026YHB Investment Advisors, Inc. holds $34,284,807 across 7 Aerospace & Defense names. TDG ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WWD |
Woodward, Inc.
|
25,480 | $10,840,211 | |
| 2 | RTX |
RTX Corp
|
48,845 | $9,267,361 | |
| 3 | GE |
General Electric Co
|
21,071 | $7,874,864 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
14,799 | $4,300,441 | |
| 5 | TDG |
TransDigm Group INC
This page
|
1,024 | $1,364,008 | |
| 6 | LMT |
Lockheed Martin Corp
|
823 | $419,285 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
390 | $218,637 |
All Filings in TDG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,008 | 1,024 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,184,457 | 1,022 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,204,844 | 906 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,249,482 | 948 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,441,566 | 948 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,247,727 | 902 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,138,017 | 898 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,281,562 | 898 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,147,293 | 898 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,105,976 | 898 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $671,702 | 664 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $559,838 | 664 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $593,728 | 664 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $489,401 | 664 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $418,087 | 664 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $348,480 | 664 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $356,348 | 664 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $432,622 | 664 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $422,489 | 664 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $414,714 | 664 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $429,800 | 664 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $390,378 | 664 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $410,916 | 664 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $311,203 | 655 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $289,542 | 655 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||