Position in TDG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$14,652
+$3,063 QoQ
Shares Held
11
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,025
of 1,144 holders
Holding Since
Sep 2024
8 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, 2026Cornerstone Planning Group LLC holds $1,891,608 across 34 Aerospace & Defense names. TDG ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
3,837 | $655,589 | |
| 2 | TXT |
Textron Inc
|
2,810 | $257,761 | |
| 3 | GE |
General Electric Co
|
639 | $238,813 | |
| 4 | RTX |
RTX Corp
|
662 | $125,601 | |
| 5 | GD |
General Dynamics Corp
|
299 | $105,917 | |
| 6 | HEI |
Heico Corp
|
178 | $63,401 | |
| 7 | BA |
Boeing Co
|
290 | $62,776 | |
| 8 | CW |
Curtiss Wright Corp
|
81 | $61,378 |
All Filings in TDG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,652 | 11 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,589 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,319 | 4 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $30,613 | 383 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,603 | 5 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,149 | 3 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,267 | 1 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,427 | 1 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||