Position in TDG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,372,363
+$358,091 QoQ
Shares Held
1,781
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#37
of 204 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $51,855,534 across 60 Aerospace & Defense names. TDG ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
60,470 | $11,472,973 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
52,736 | $9,010,472 | |
| 3 | GE |
General Electric Co
|
16,824 | $6,287,633 | |
| 4 | LMT |
Lockheed Martin Corp
|
10,332 | $5,263,740 | |
| 5 | GD |
General Dynamics Corp
|
9,097 | $3,222,521 | |
| 6 | BA |
Boeing Co
|
11,970 | $2,591,145 | |
| 7 | TDG |
TransDigm Group INC
This page
|
1,781 | $2,372,363 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
4,288 | $2,183,921 |
All Filings in TDG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,372,363 | 1,781 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,014,272 | 1,738 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,117,121 | 1,592 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $425,720 | 323 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $409,052 | 269 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $374,871 | 271 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $302,879 | 239 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $295,415 | 207 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $250,411 | 196 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $367,016 | 298 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $326,746 | 323 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $221,743 | 263 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $236,955 | 265 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $178,366 | 242 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $294,676 | 468 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $251,913 | 480 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $213,594 | 398 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $259,312 | 398 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $1,908 | 3 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,249 | 2 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,294 | 2 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,162 | 13 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||