Position in TDG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,465,244
+$156,779 QoQ
Shares Held
1,100
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#517
of 1,139 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $7,156,958 across 15 Aerospace & Defense names. TDG ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
5,731 | $2,919,715 | |
| 2 | TDG |
TransDigm Group INC
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|
1,100 | $1,465,244 | |
| 3 | GE |
General Electric Co
|
2,304 | $861,073 | |
| 4 | RKLB |
Rocket Lab Corp
|
5,912 | $600,954 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
920 | $515,761 | |
| 6 | RTX |
RTX Corp
|
1,673 | $317,418 | |
| 7 | GD |
General Dynamics Corp
|
504 | $178,536 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
484 | $130,128 |
All Filings in TDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,465,244 | 1,100 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,308,465 | 1,129 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,490,761 | 1,121 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||