Steward Partners Investment Advisory, LLC
Position in TDG — TransDigm Group INC
CIK 1723397
STAMFORD, CT
Position in TDG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,477,956
+$488,999 QoQ
Shares Held
2,611
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#403
of 1,139 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $280,991,169 across 62 Aerospace & Defense names. TDG ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
254,898 | $48,361,797 | |
| 2 | GE |
General Electric Co
|
103,502 | $38,681,802 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
184,679 | $31,554,253 | |
| 4 | LMT |
Lockheed Martin Corp
|
61,588 | $31,376,622 | |
| 5 | BA |
Boeing Co
|
111,049 | $24,038,777 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
59,839 | $17,388,615 | |
| 7 | GD |
General Dynamics Corp
|
44,663 | $15,821,421 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
24,006 | $13,458,003 |
All Filings in TDG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,477,956 | 2,611 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,988,957 | 2,579 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,573,448 | 4,943 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,450,203 | 7,170 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,952,230 | 7,860 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,001,186 | 7,230 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,931,673 | 7,837 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,826,208 | 7,586 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,574,409 | 7,494 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,984,522 | 7,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,869,775 | 6,791 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,892,683 | 5,803 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,293,863 | 1,447 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $392,847 | 533 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $295,305 | 469 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $258,736 | 493 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $279,605 | 521 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $486,048 | 746 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $330,229 | 519 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $74,323 | 119 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $63,434 | 98 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $131,106 | 223 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $51,364 | 83 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,027 | 19 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $11,051 | 25 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,004 | 25 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||