Position in TXT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$495,708
+$32,166 QoQ
Shares Held
5,404
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 782 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in TXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $300,569,454 across 29 Aerospace & Defense names. TXT ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
371,723 | $70,527,004 | |
| 2 | GE |
General Electric Co
|
132,695 | $49,592,100 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
118,459 | $34,423,000 | |
| 4 | GD |
General Dynamics Corp
|
77,906 | $27,597,420 | |
| 5 | LMT |
Lockheed Martin Corp
|
49,622 | $25,280,422 | |
| 6 | KRMN |
Karman Holdings Inc.
|
416,123 | $20,772,860 | |
| 7 | BA |
Boeing Co
|
60,199 | $13,031,275 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
44,559 | $11,980,131 |
All Filings in TXT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,708 | 5,404 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $463,542 | 5,294 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $406,386 | 4,662 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $366,348 | 4,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $215,177 | 2,680 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $219,373 | 2,868 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $249,441 | 2,816 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,562,805 | 88,083 | Shares | Sole | 2024-08-15 | |
| 2021-06-30 | $337,179 | 4,903 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||