Position in TDG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,324
-$46,306 QoQ
Shares Held
7
-85.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,055
of 1,142 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $77,341 across 14 Aerospace & Defense names. TDG ranks #5 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
44 | $12,785 | |
| 2 | GD |
General Dynamics Corp
|
34 | $12,044 | |
| 3 | RTX |
RTX Corp
|
56 | $10,624 | |
| 4 | GE |
General Electric Co
|
25 | $9,343 | |
| 5 | TDG |
TransDigm Group INC
This page
|
7 | $9,324 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
17 | $8,658 | |
| 7 | RKLB |
Rocket Lab Corp
|
35 | $3,557 | |
| 8 | HEI |
Heico Corp
|
7 | $2,493 |
All Filings in TDG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,324 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $55,630 | 48 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $83,634 | 55 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $12,449 | 9 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $73,501 | 58 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||