Position in TDG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,941
+$7,788 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#961
of 1,142 holders
Holding Since
Dec 2023
10 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, 2026Morse Asset Management, Inc holds $20,831,978 across 17 Aerospace & Defense names. TDG ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
22,411 | $8,375,663 | |
| 2 | BA |
Boeing Co
|
22,605 | $4,893,304 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
16,097 | $4,327,839 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
6,225 | $1,063,603 | |
| 5 | RTX |
RTX Corp
|
3,492 | $662,537 | |
| 6 | AIR |
Aar Corp
|
3,064 | $437,937 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
1,539 | $416,345 | |
| 8 | LMT |
Lockheed Martin Corp
|
530 | $270,013 |
All Filings in TDG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,941 | 45 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $52,153 | 45 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,617 | 14 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,816 | 12 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,561 | 3 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $235,714 | 186 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,685,858 | 1,882 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,409,572 | 1,886 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,464,431 | 2,001 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $970,124 | 959 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||