Position in TDG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$249,091
+$32,366 QoQ
Shares Held
187
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#864
of 1,139 holders
Holding Since
Dec 2024
7 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, 2026ISTHMUS PARTNERS, LLC holds $16,656,206 across 7 Aerospace & Defense names. TDG ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
24,246 | $12,352,367 | |
| 2 | IA |
Innovative Solutions & Support Inc
|
166,991 | $3,005,838 | |
| 3 | GE |
General Electric Co
|
816 | $304,963 | |
| 4 | BA |
Boeing Co
|
1,356 | $293,533 | |
| 5 | TDG |
TransDigm Group INC
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|
187 | $249,091 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
450 | $229,189 | |
| 7 | RTX |
RTX Corp
|
1,166 | $221,225 |
All Filings in TDG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,091 | 187 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $216,725 | 187 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $248,681 | 187 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $247,787 | 188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,384 | 164 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $226,859 | 164 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $207,833 | 164 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||