Snapshot 2026-10-27. Δ shares and Δ active pp vs Mon Oct 26. All positions, not a top-20 excerpt. Swipe for every column. Unknown and catch-up changes show —; estimates are labelled.
| Position | Shares | Δ shares | Market value | Weight | Δ active pp |
|---|---|---|---|---|---|
RKLB equity · ROCKET LAB | 659,546 | 0 | $46,009,929 | 8.904% | 0.000 |
LHX equity · L3HARRIS TECHNOLOGIES INC | 146,728 | 0 | $43,074,939 | 8.336% | 0.000 |
KTOS equity · KRATOS DEFENSE & SECURITY | 527,748 | 0 | $40,061,351 | 7.752% | 0.000 |
TER equity · TERADYNE INC | 192,651 | 0 | $37,289,528 | 7.216% | 0.000 |
AVAV equity · AEROVIRONMENT INC | 140,659 | 0 | $34,024,006 | 6.584% | 0.000 |
DE equity · DEERE & CO | 58,643 | 0 | $27,302,422 | 5.283% | 0.000 |
ACHR equity · ARCHER AVIATION INC-A | 3,494,036 | 0 | $26,275,151 | 5.085% | 0.000 |
PLTR equity · PALANTIR TECHNOLOGIES INC-A | 126,096 | 0 | $22,413,564 | 4.337% | 0.000 |
AMD equity · ADVANCED MICRO DEVICES | 100,401 | 0 | $21,501,878 | 4.161% | 0.000 |
TRMB equity · TRIMBLE INC | 272,441 | 0 | $21,345,752 | 4.131% | 0.000 |
IRDM equity · IRIDIUM COMMUNICATIONS INC | 1,077,332 | 0 | $18,724,030 | 3.623% | 0.000 |
AMZN equity · AMAZON.COM INC | 75,711 | 0 | $17,475,613 | 3.382% | 0.000 |
GOOG equity · ALPHABET INC-CL C | 45,846 | 0 | $14,386,475 | 2.784% | 0.000 |
NVDA equity · NVIDIA CORP | 70,102 | 0 | $13,074,023 | 2.530% | 0.000 |
JOBY equity · JOBY AVIATION INC | 955,434 | 0 | $12,611,729 | 2.441% | 0.000 |
HO equity · THALES SA | 40,981 | 0 | $11,067,355 | 2.142% | 0.000 |
6301 equity · KOMATSU LTD | 327,675 | 0 | $10,459,493 | 2.024% | 0.000 |
SRTA equity · STRATA CRITICAL MEDICAL INC | 1,916,557 | 0 | $9,218,639 | 1.784% | 0.000 |
LUNR equity · INTUITIVE MACHINES INC | 561,934 | 0 | $9,120,189 | 1.765% | 0.000 |
BWXT equity · BWX TECHNOLOGIES INC | 49,355 | 0 | $8,530,518 | 1.651% | 0.000 |
GRMN equity · GARMIN LTD | 37,855 | 0 | $7,678,887 | 1.486% | 0.000 |
ESLT equity · ELBIT SYSTEMS LTD | 13,283 | 0 | $7,673,722 | 1.485% | 0.000 |
TDY equity · TELEDYNE TECHNOLOGIES INC | 12,009 | 0 | $6,133,357 | 1.187% | 0.000 |
SNPS equity · SYNOPSYS INC | 12,975 | 0 | $6,094,617 | 1.179% | 0.000 |
HEI equity · HEICO CORP | 18,577 | 0 | $6,011,331 | 1.163% | 0.000 |
DASH equity · DOORDASH INC - A | 26,120 | 0 | $5,915,658 | 1.145% | 0.000 |
TSM equity · TAIWAN SEMICONDUCTOR-SP ADR | 17,725 | 0 | $5,386,450 | 1.042% | 0.000 |
HON equity · HONEYWELL INTERNATIONAL INC | 27,407 | 0 | $5,346,832 | 1.035% | 0.000 |
DSY equity · DASSAULT SYSTEMES SE | 188,577 | 0 | $5,283,312 | 1.022% | 0.000 |
AIR equity · AIRBUS SE | 22,634 | 0 | $5,277,330 | 1.021% | 0.000 |
2618 equity · JD LOGISTICS INC | 3,251,025 | 0 | $4,770,415 | 0.923% | 0.000 |
PRNT equity · THE 3D PRINTING ETF | 135,556 | 0 | $3,028,321 | 0.586% | 0.000 |
LMT equity · LOCKHEED MARTIN CORP | 6,123 | 0 | $2,961,511 | 0.573% | 0.000 |
OTHER cash · GOLDMAN FS TRSY OBLIG INST 468 | 1,227,741 | 0 | $1,227,741 | 0.238% | 0.000 |
None this window — no structural change.
None this window — no structural change.
No position resizing in this window
Data updates on weekday mornings when the scraper runs.