Position in TDG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$315,693
+$42,179 QoQ
Shares Held
237
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#806
of 1,142 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Plancorp, LLC holds $7,164,059 across 7 Aerospace & Defense names. TDG ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
10,332 | $2,236,568 | |
| 2 | GE |
General Electric Co
|
5,937 | $2,218,835 | |
| 3 | WWD |
Woodward, Inc.
|
1,972 | $838,967 | |
| 4 | RTX |
RTX Corp
|
3,121 | $592,147 | |
| 5 | DCO |
Ducommun Inc /De/
|
3,111 | $576,188 | |
| 6 | LMT |
Lockheed Martin Corp
|
757 | $385,661 | |
| 7 | TDG |
TransDigm Group INC
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|
237 | $315,693 |
All Filings in TDG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,693 | 237 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $273,514 | 236 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $292,567 | 220 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $286,010 | 217 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $329,978 | 217 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $293,257 | 212 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $255,990 | 202 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $282,571 | 198 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $291,295 | 228 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $274,646 | 223 | Shares | Sole | 2024-05-15 | |
| 2020-06-30 | $417,295 | 944 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $333,958 | 1,043 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||