Circle Wealth Management, LLC

Position in TDG — TransDigm Group INC

CIK 1578242 SUMMIT, NJ

Position in TDG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,256,113

+$164,373 QoQ

Shares Held

943

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#543

of 1,142 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $19,782,403 across 5 Aerospace & Defense names. TDG ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	69,555	$13,196,670
2	SPCX	Space Exploration Technologies Corp	27,336	$4,670,628
3	TDG	TransDigm Group INC This page	943	$1,256,113
4	LMT	Lockheed Martin Corp	768	$391,265
5	HONA	Honeywell Aerospace Inc.	1,211	$267,727

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,256,113	943	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$1,091,740	942	+0.4%	Shares	Sole	2026-05-12
2025-12-31	$1,247,399	938	+31.0%	Shares	Sole	2026-02-13
2025-09-30	$943,702	716	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$1,044,679	687	-4.5%	Shares	Sole	2025-08-14
2025-03-31	$994,585	719	0.0%	Shares	Sole	2025-05-14
2024-12-31	$911,174	719	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$1,023,252	717	-7.8%	Shares	Sole	2024-11-14
2024-06-30	$993,980	778	-0.6%	Shares	Sole	2024-08-13
2024-03-31	$964,342	783	+6.8%	Shares	Sole	2024-05-14
2023-12-31	$741,502	733	-15.5%	Shares	Sole	2024-02-15
2023-09-30	$730,993	867	+33.6%	Shares	Sole	2023-11-15
2023-06-30	$580,316	649	0.0%	Shares	Sole	2023-08-11
2023-03-31	$478,345	649	+0.9%	Shares	Sole	2023-05-09
2022-12-31	$404,864	643	0.0%	Shares	Sole	2023-02-13
2022-09-30	$337,459	643	0.0%	Shares	Sole	2022-11-14
2022-06-30	$345,078	643	0.0%	Shares	Sole	2022-08-12
2022-03-31	$418,940	643	+13.4%	Shares	Sole	2022-05-16
2021-12-31	$360,770	567	0.0%	Shares	Sole	2022-02-14
2021-09-30	$354,131	567	0.0%	Shares	Sole	2021-11-12
2021-06-30	$367,013	567	+20.1%	Shares	Sole	2021-08-16
2021-03-31	$277,498	472	-6.2%	Shares	Sole	2021-05-17
2020-12-31	$311,281	503	—	Shares	Sole	2021-02-18
No filing history on record for this holder in this stock.