Position in TDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,172,919
+$413,436 QoQ
Shares Held
2,382
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#426
of 1,142 holders
Holding Since
Mar 2021
15 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, 2026Alaethes Wealth, LLC holds $12,147,947 across 6 Aerospace & Defense names. TDG ranks #1 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
2,382 | $3,172,919 | |
| 2 | GD |
General Dynamics Corp
|
5,848 | $2,071,595 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
6,600 | $1,917,894 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
6,571 | $1,839,157 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
2,842 | $1,593,253 | |
| 6 | RTX |
RTX Corp
|
8,186 | $1,553,129 |
All Filings in TDG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,172,919 | 2,382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,759,483 | 2,381 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,115,838 | 2,343 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,081,153 | 1,579 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,309,852 | 1,519 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,026,519 | 1,465 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,800,804 | 1,421 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $687,876 | 482 | Shares | Sole | 2024-11-14 | |
| 2022-09-30 | $893,243 | 1,702 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $872,088 | 1,625 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,028,781 | 1,579 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $992,596 | 1,560 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $913,121 | 1,462 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $937,923 | 1,449 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $707,855 | 1,204 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||