Position in TDG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$155,848
+$20,250 QoQ
Shares Held
117
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#920
of 1,142 holders
Holding Since
Dec 2020
23 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, 2026HHM Wealth Advisors, LLC holds $3,695,090 across 21 Aerospace & Defense names. TDG ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,619 | $1,352,528 | |
| 2 | RTX |
RTX Corp
|
3,575 | $678,284 | |
| 3 | CW |
Curtiss Wright Corp
|
410 | $310,681 | |
| 4 | LMT |
Lockheed Martin Corp
|
559 | $284,788 | |
| 5 | GD |
General Dynamics Corp
|
797 | $282,329 | |
| 6 | TDG |
TransDigm Group INC
This page
|
117 | $155,848 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
525 | $141,151 | |
| 8 | LUNR |
Intuitive Machines, Inc.
|
6,000 | $128,340 |
All Filings in TDG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,848 | 117 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $135,598 | 117 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $155,592 | 117 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $154,208 | 117 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $180,956 | 119 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $164,611 | 119 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $150,806 | 119 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $166,974 | 117 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $149,480 | 117 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $144,097 | 117 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $118,357 | 117 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $98,646 | 117 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $104,617 | 117 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $86,234 | 117 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $73,669 | 117 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $61,403 | 117 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $62,790 | 117 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $76,230 | 117 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $74,444 | 117 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $73,074 | 117 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $75,732 | 117 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $68,786 | 117 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $72,405 | 117 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||