13F 中

Defense

As of 2026Q1 · Members: 10

Heat Z
+0.07
Hist. pctl
52%
× 3Y avg
0.9×
Net Δ Holders
+327

8Q trend

Members (10)

Ticker Name Δ holders
CACI CACI INTERNATIONAL INC -CL A +12
CAE CAE INC +28
GE GENERAL ELECTRIC -10
LDOS LEIDOS HOLDINGS INC -49
LMT LOCKHEED MARTIN CORP +183
MRCY MERCURY SYSTEMS INC +9
NOC NORTHROP GRUMMAN CORP +82
PSN PARSONS CORP -22
RTX RTX CORP +77
SAIC SCIENCE APPLICATIONS INTE +17

Theme members v1.0 (2026-07), quarterly maintenance

← Theme Heat

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.