Pinnacle Wealth Planning Services, Inc.
Position in TDG — TransDigm Group INC
CIK 1726752
MANSFIELD, OH
Position in TDG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$443,569
+$55,318 QoQ
Shares Held
333
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#733
of 1,139 holders
Holding Since
Dec 2020
17 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, 2026Pinnacle Wealth Planning Services, Inc. holds $11,113,408 across 43 Aerospace & Defense names. TDG ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,627 | $2,476,708 | |
| 2 | RTX |
RTX Corp
|
7,795 | $1,478,945 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
4,554 | $1,224,388 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
7,121 | $1,216,694 | |
| 5 | BA |
Boeing Co
|
3,828 | $828,647 | |
| 6 | GD |
General Dynamics Corp
|
2,057 | $728,671 | |
| 7 | TDG |
TransDigm Group INC
This page
|
333 | $443,569 | |
| 8 | HEI |
Heico Corp
|
1,335 | $350,795 |
All Filings in TDG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,569 | 333 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $388,251 | 335 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $514,651 | 387 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $510,073 | 387 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $629,544 | 414 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $497,984 | 360 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $434,677 | 343 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $573,706 | 402 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $526,375 | 412 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $380,564 | 309 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $312,584 | 309 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $260,527 | 309 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $279,874 | 313 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $230,696 | 313 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $233,251 | 358 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $209,335 | 329 | Shares | Sole | 2022-01-21 | |
| 2020-12-31 | $134,290 | 217 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||