Holdings as of Jun 30, 2026 (Q2 2026) · Filed Aug 14, 2026
From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
Exited
Compared with the manager's Q1 2026 13F
342,000
0
-100.0%
Share count drives classification; reported value also moves with price
1
For Q2 2026
Spain production uca
Starts Dec 19, 2025Runs until Jan 20, 2031
The Department of Defense gave RTX a $842M contract on December 19, 2025, for a project called Spain Production UCA. This contract is the third largest RTX has received recently, makes up 11% of RTX's federal contracts this year, and will last about five years without competition.
Taiwan nasams 3 lot procurement
$338M committed so farcould reach $695M
Starts Nov 17, 2025Runs until Feb 28, 2034
The Department of Defense gave RTX a contract worth $338M so far, with a maximum value of $695M. This contract was awarded without competition and will last about 8 years, which is a routine process for long-term defense contracts.
Derivative exercise or conversion — not an open-market buy.
