Position in VSEC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$64,050,149
+$13,576,181 QoQ
Shares Held
280,307
+2.4% QoQ
Ownership
0.999%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Stephens Investment Management Group LLC holds $811,849,756 across 13 Aerospace & Defense names. VSEC ranks #8 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
600,434 | $116,874,478 | |
| 2 | HEI |
Heico Corp
|
414,821 | $106,986,484 | |
| 3 | DRS |
Leonardo DRS, Inc.
|
2,401,901 | $102,489,115 | |
| 4 | AVAV |
AeroVironment Inc
|
567,423 | $93,664,514 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
165,210 | $92,618,378 | |
| 6 | KRMN |
Karman Holdings Inc.
|
1,704,717 | $85,099,472 | |
| 7 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
1,604,024 | $79,976,636 | |
| 8 | VSEC |
Vse Corp
This page
|
280,307 | $64,050,149 |
All Filings in VSEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,050,149 | 280,307 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $50,473,968 | 273,720 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $30,052,132 | 173,943 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $29,009,711 | 174,505 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $22,987,382 | 175,503 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $21,062,324 | 175,534 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $17,372,202 | 182,673 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $14,070,801 | 170,081 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $15,239,511 | 172,627 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $7,719,520 | 96,494 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||