Position in TXT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,311
-$68,973 QoQ
Shares Held
47
-96.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#702
of 782 holders
Holding Since
Mar 2022
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $4,694,109 across 14 Aerospace & Defense names. TXT ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,174 | $2,681,139 | |
| 2 | LMT |
Lockheed Martin Corp
|
2,823 | $1,438,205 | |
| 3 | PL |
Planet Labs PBC
|
5,989 | $198,415 | |
| 4 | GD |
General Dynamics Corp
|
345 | $122,212 | |
| 5 | RTX |
RTX Corp
|
388 | $73,615 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
203 | $58,989 | |
| 7 | BA |
Boeing Co
|
232 | $50,221 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
68 | $34,633 |
All Filings in TXT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,311 | 47 | Shares | Sole | 2026-07-09 | |
| 2022-06-30 | $73,284 | 1,200 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $371 | 5 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||