Position in TDG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,606,802
+$400,143 QoQ
Shares Held
1,957
+2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#448
of 1,142 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, 2026HCR Wealth Advisors holds $18,362,245 across 7 Aerospace & Defense names. TDG ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
27,536 | $5,224,405 | |
| 2 | BA |
Boeing Co
|
19,335 | $4,185,447 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
14,045 | $4,081,336 | |
| 4 | TDG |
TransDigm Group INC
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|
1,957 | $2,606,802 | |
| 5 | GE |
General Electric Co
|
3,361 | $1,256,106 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,498 | $763,171 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
481 | $244,978 |
All Filings in TDG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,606,802 | 1,957 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,206,659 | 1,904 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,722,202 | 2,047 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,679,534 | 2,033 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,855,761 | 1,878 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,585,369 | 1,869 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,425,573 | 1,914 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||