Position in TDG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$282,392
+$8,878 QoQ
Shares Held
212
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#835
of 1,142 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026OARSMAN CAPITAL, INC. holds $3,454,686 across 8 Aerospace & Defense names. TDG ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
2,098 | $743,195 | |
| 2 | BA |
Boeing Co
|
3,001 | $649,626 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
1,110 | $622,277 | |
| 4 | GE |
General Electric Co
|
1,117 | $417,456 | |
| 5 | HEI |
Heico Corp
|
1,141 | $294,275 | |
| 6 | TDG |
TransDigm Group INC
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|
212 | $282,392 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
788 | $228,984 | |
| 8 | RTX |
RTX Corp
|
1,141 | $216,481 |
All Filings in TDG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,392 | 212 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $273,514 | 236 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $324,483 | 244 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $367,727 | 279 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $486,604 | 320 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $361,038 | 261 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $326,958 | 258 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $346,792 | 243 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||