Position in TDG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$245,699
New position
Shares Held
212
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Portside Wealth Group, LLC holds $21,194,689 across 12 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
25,773 | $5,579,080 | |
| 2 | RTX |
RTX Corp
|
24,991 | $4,741,542 | |
| 3 | GD |
General Dynamics Corp
|
5,360 | $1,898,726 | |
| 4 | GE |
General Electric Co
|
4,932 | $1,843,235 | |
| 5 | CW |
Curtiss Wright Corp
|
1,863 | $1,411,706 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,478 | $1,262,441 | |
| 7 | MOG-A |
Moog Inc.
|
2,679 | $1,135,467 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,108 | $1,073,624 |
All Filings in TDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,699 | 212 | Shares | Other | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||