OneDigital Investment Advisors LLC
Position in TDG — TransDigm Group INC
CIK 1690370
OVERLAND PARK, KS
Position in TDG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,392,576
+$2,415,455 QoQ
Shares Held
7,802
+13.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#268
of 1,142 holders
Holding Since
Mar 2022
16 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, 2026OneDigital Investment Advisors LLC holds $65,226,263 across 23 Aerospace & Defense names. TDG ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
69,263 | $14,993,361 | |
| 2 | TDG |
TransDigm Group INC
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|
7,802 | $10,392,576 | |
| 3 | GE |
General Electric Co
|
26,646 | $9,958,409 | |
| 4 | RTX |
RTX Corp
|
35,861 | $6,803,907 | |
| 5 | LMT |
Lockheed Martin Corp
|
9,414 | $4,796,056 | |
| 6 | GD |
General Dynamics Corp
|
11,997 | $4,249,817 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
5,175 | $1,503,803 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
8,006 | $1,367,905 |
All Filings in TDG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,392,576 | 7,802 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,977,121 | 6,883 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,657,276 | 5,758 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $255,695 | 194 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $483,563 | 318 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $452,335 | 327 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $874,423 | 690 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $964,739 | 676 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $942,876 | 738 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $754,970 | 613 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $480,510 | 475 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $365,075 | 433 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $362,138 | 405 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $295,557 | 401 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $211,562 | 336 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $213,053 | 327 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||