Position in TDG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$95,906
+$12,461 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#940
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, 2026Phillip James Consulting Co. holds $168,254 across 9 Aerospace & Defense names. TDG ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
This page
|
72 | $95,906 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
61 | $31,067 | |
| 3 | BA |
Boeing Co
|
118 | $25,543 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
23 | $5,078 | |
| 5 | GE |
General Electric Co
|
12 | $4,484 | |
| 6 | RTX |
RTX Corp
|
17 | $3,225 | |
| 7 | GD |
General Dynamics Corp
|
3 | $1,062 | |
| 8 | LMT |
Lockheed Martin Corp
|
2 | $1,018 |
All Filings in TDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,906 | 72 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $83,445 | 72 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $94,419 | 71 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||