Position in TDG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$25,308
New position
Shares Held
19
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#992
of 1,142 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $9,713,481 across 9 Aerospace & Defense names. TDG ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
|
118,000 | $9,511,980 | |
| 2 | BA |
Boeing Co
|
300 | $64,941 | |
| 3 | GE |
General Electric Co
|
125 | $46,716 | |
| 4 | LMT |
Lockheed Martin Corp
|
57 | $29,039 | |
| 5 | GD |
General Dynamics Corp
|
76 | $26,922 | |
| 6 | TDG |
TransDigm Group INC
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|
19 | $25,308 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
25 | $7,264 | |
| 8 | VVX |
V2X, Inc.
|
13 | $969 |
All Filings in TDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,308 | 19 | Shares | Sole | 2026-07-02 | |
| No filing history on record for this holder in this stock. | ||||||