Position in TDG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$972,389
+$95,057 QoQ
Shares Held
730
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#598
of 1,139 holders
Holding Since
Mar 2023
14 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, 2026Everhart Financial Group, Inc. holds $13,782,035 across 11 Aerospace & Defense names. TDG ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,771 | $4,772,905 | |
| 2 | RTX |
RTX Corp
|
13,351 | $2,533,085 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,365 | $1,442,433 | |
| 4 | BA |
Boeing Co
|
6,255 | $1,354,019 | |
| 5 | LMT |
Lockheed Martin Corp
|
2,250 | $1,146,285 | |
| 6 | TDG |
TransDigm Group INC
This page
|
730 | $972,389 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
746 | $379,945 | |
| 8 | GD |
General Dynamics Corp
|
920 | $325,900 |
All Filings in TDG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,389 | 730 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $877,332 | 757 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $910,947 | 685 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $976,652 | 741 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,064,448 | 700 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $828,590 | 599 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $637,441 | 503 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $860,559 | 603 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $663,079 | 519 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $565,304 | 459 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $433,976 | 429 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $320,389 | 380 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $309,382 | 346 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $227,011 | 308 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||