Position in VSEC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,929,212
-$4,857,423 QoQ
Shares Held
97,230
-26.3% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026AXIOM INVESTORS LLC /DE holds $790,977,940 across 11 Aerospace & Defense names. VSEC ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,513,654 | $429,529,595 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
498,563 | $114,898,828 | |
| 3 | CW |
Curtiss Wright Corp
|
153,309 | $104,421,826 | |
| 4 | EMBJ |
Embraer S.A.
|
1,170,760 | $69,472,898 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
47,464 | $20,157,486 | |
| 6 | VSEC |
Vse Corp
This page
|
97,230 | $17,929,212 | |
| 7 | MRCY |
Mercury Systems Inc
|
211,068 | $15,388,967 | |
| 8 | AIR |
Aar Corp
|
93,750 | $10,261,875 |
All Filings in VSEC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,929,212 | 97,230 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,786,635 | 131,890 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,306,382 | 122,151 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,015,319 | 91,734 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,915,496 | 74,302 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||