Cerity Partners LLC

Position in TDG — TransDigm Group INC

CIK 1566475 NEW YORK, NY

Position in TDG

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

Position Value

$9,264,337

+$2,245,678 QoQ

Shares Held

6,955

+14.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#281

of 1,139 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 31% Shared 35% None 34%

Industrials · as of Jun 30, 2026

Cerity Partners LLC holds $950,134,556 across 47 Aerospace & Defense names. TDG ranks #16 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	1,237,321	$234,756,912
2	GE	General Electric Co	571,112	$213,441,686
3	LMT	Lockheed Martin Corp	168,032	$85,605,581
4	BA	Boeing Co	320,584	$69,396,817
5	HONA	Honeywell Aerospace Inc.	282,206	$62,390,100
6	LHX	L3harris Technologies, Inc. /De/	137,808	$40,045,625
7	GD	General Dynamics Corp	108,884	$38,571,066
8	AXON	Axon Enterprise, Inc.	44,955	$25,202,221

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,264,337	6,955	+14.8%	Shares	Defined	2026-08-14
2026-03-31	$7,018,659	6,056	-12.8%	Shares	Sole	2026-05-15
2025-12-31	$9,239,796	6,948	+1.8%	Shares	Sole	2026-02-11
2025-09-30	$8,998,122	6,827	+0.9%	Shares	Sole	2025-10-22
2025-06-30	$10,287,129	6,765	+2.6%	Shares	Sole	2025-08-13
2025-03-31	$9,121,414	6,594	+8.6%	Shares	Defined	2025-04-30
2024-12-31	$7,694,924	6,072	-16.5%	Shares	Other	2025-02-13
2024-09-30	$10,373,807	7,269	+39.1%	Shares	Sole	2024-11-12
2024-06-30	$6,676,789	5,226	-13.2%	Shares	Sole	2024-08-13
2024-03-31	$7,417,926	6,023	-97.1%	Shares	Defined	2024-05-14
2023-12-31	$3,357,989	205,640	+34288.0%	Shares	Other	2024-01-26
2023-09-30	$504,191	598	-82.6%	Shares	Sole	2023-11-14
2023-06-30	$3,069,685	3,433	+4.9%	Shares	Sole	2023-08-14
2023-03-31	$2,413,101	3,274	-5.0%	Shares	Sole	2023-05-11
2022-12-31	$2,170,403	3,447	-2.7%	Shares	Sole	2023-02-15
2022-09-30	$1,858,387	3,541	+6.2%	Shares	Sole	2022-11-14
2022-06-30	$1,789,257	3,334	+38.2%	Shares	Sole	2022-08-10
2022-03-31	$1,571,514	2,412	+2.7%	Shares	Sole	2022-04-25
2021-12-31	$1,494,621	2,349	+17.5%	Shares	Sole	2022-02-14
2021-09-30	$1,248,515	1,999	+0.1%	Shares	Sole	2021-10-25
2021-06-30	$1,292,638	1,997	-0.1%	Shares	Sole	2021-08-11
2021-03-31	$1,175,252	1,999	-5.9%	Shares	Sole	2021-08-11
2020-12-31	$1,314,437	2,124	+1.1%	Shares	Sole	2021-02-11
2020-09-30	$998,227	2,101	+67.9%	Shares	Sole	2020-11-12
2020-06-30	$553,004	1,251	+1.1%	Shares	Sole	2020-08-17
2020-03-31	$396,395	1,238	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.