Position in TDG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$599,418
+$99,907 QoQ
Shares Held
450
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#684
of 1,139 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $12,299,182 across 14 Aerospace & Defense names. TDG ranks #10 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
3,300 | $2,500,608 | |
| 2 | EMBJ |
Embraer S.A.
|
20,848 | $1,330,102 | |
| 3 | BA |
Boeing Co
|
5,494 | $1,189,286 | |
| 4 | RTX |
RTX Corp
|
5,591 | $1,060,780 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
5,227 | $1,017,435 | |
| 6 | CAE |
Cae Inc
|
30,783 | $771,421 | |
| 7 | GD |
General Dynamics Corp
|
2,170 | $768,700 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,497 | $762,661 |
All Filings in TDG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,418 | 450 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $499,511 | 431 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $555,877 | 418 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $517,981 | 393 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||