Mowery & Schoenfeld Wealth Management, LLC
Position in TDG — TransDigm Group INC
CIK 2019946
LINCOLNSHIRE, IL
Position in TDG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,656
+$1,385 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,045
of 1,139 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $515,528 across 11 Aerospace & Defense names. TDG ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,215 | $230,521 | |
| 2 | GE |
General Electric Co
|
377 | $140,896 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
182 | $40,236 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
69 | $35,142 | |
| 5 | GD |
General Dynamics Corp
|
95 | $33,652 | |
| 6 | TDG |
TransDigm Group INC
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|
8 | $10,656 | |
| 7 | RKLB |
Rocket Lab Corp
|
98 | $9,961 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
28 | $8,136 |
All Filings in TDG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,656 | 8 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,271 | 8 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,638 | 8 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,544 | 8 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,685 | 9 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,449 | 9 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,405 | 9 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||