Position in TDG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,674,373
-$570,531 QoQ
Shares Held
1,257
-35.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#502
of 1,139 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 45%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,950,539 across 9 Aerospace & Defense names. TDG ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
22,482 | $8,402,197 | |
| 2 | CW |
Curtiss Wright Corp
|
9,281 | $7,032,770 | |
| 3 | GD |
General Dynamics Corp
|
15,557 | $5,510,911 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
13,135 | $2,900,208 | |
| 5 | TDG |
TransDigm Group INC
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|
1,257 | $1,674,373 | |
| 6 | HII |
Huntington Ingalls Industries, Inc.
|
5,795 | $1,621,962 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,014 | $1,025,749 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,066 | $543,084 |
All Filings in TDG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674,373 | 1,257 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $2,244,904 | 1,937 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,550,698 | 2,670 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,810,394 | 2,891 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,096,603 | 2,694 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,732,115 | 2,698 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $3,302,531 | 2,606 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,496,467 | 2,450 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $749,957 | 587 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $837,488 | 680 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $750,607 | 742 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $655,954 | 778 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $732,324 | 819 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $631,651 | 857 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $600,685 | 954 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $480,734 | 916 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $478,172 | 891 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $562,279 | 863 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $540,838 | 850 | Shares | Other | 2022-03-03 | |
| 2021-09-30 | $556,491 | 891 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $603,921 | 933 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $552,056 | 939 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $597,190 | 965 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $484,147 | 1,019 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $488,465 | 1,105 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $1,247,459 | 3,896 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||