Position in VSEC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$50,473,968
+$20,421,836 QoQ
Shares Held
273,720
+57.4% QoQ
Ownership
0.976%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Stephens Investment Management Group LLC holds $579,135,038 across 12 Aerospace & Defense names. VSEC ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
558,626 | $114,233,430 | |
| 2 | DRS |
Leonardo DRS, Inc.
|
2,118,331 | $94,308,096 | |
| 3 | AVAV |
AeroVironment Inc
|
490,426 | $89,772,479 | |
| 4 | KRMN |
Karman Holdings Inc.
|
810,137 | $64,851,466 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
888,935 | $62,678,806 | |
| 6 | VSEC |
Vse Corp
This page
|
273,720 | $50,473,968 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
103,486 | $43,949,469 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
67,400 | $23,263,110 |
All Filings in VSEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||