Position in TDG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,320
New position
Shares Held
10
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,035
of 1,142 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LifeSteps Financial, Inc. holds $1,798,883 across 17 Aerospace & Defense names. TDG ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,725 | $644,684 | |
| 2 | BA |
Boeing Co
|
1,039 | $224,912 | |
| 3 | RTX |
RTX Corp
|
878 | $166,582 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
305 | $155,339 | |
| 5 | GD |
General Dynamics Corp
|
392 | $138,862 | |
| 6 | LMT |
Lockheed Martin Corp
|
256 | $130,421 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
645 | $110,204 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
489 | $107,971 |
All Filings in TDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,320 | 10 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||