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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3051	CFO CVA Family Office Denver, Colorado	$7.2M	+$201K	51	0.65%	Increased
3052	CB CNB Bank Clearfield, Pennsylvania	$7.2M	-$914K	13	2.81%	Reduced
3053	BFA Bridgelight Financial Advisors Shelton, Connecticut	$7.19M	+$7.32M	3	4.93%	Increased
3054	FPF First Pacific Financial Vancouver, Washington	$7.18M	-$133K	13	0.86%	Reduced
3055	KPPF Klein Pavlis & Peasley Financial Irvine, California	$7.18M	+$522K	4	3.74%	Increased
3056	CIA Cladis Investment Advisory Billings, Montana	$7.17M	-$363K	4	3.35%	Reduced
3057	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$7.17M	+$2.72M	27	1.59%	Increased
3058	HCA Heck Capital Advisors Rhinelander, Wisconsin	$7.16M	+$2.9M	6	0.43%	Increased
3059	FHC First Heartland Consultants Lake St. Louis, Missouri	$7.16M	+$2.41M	11	0.46%	Increased
3060	MCB Morton Community Bank East Peoria, Illinois	$7.15M	-$2.21M	3	1.46%	Reduced
3061	GIM Guardian Investment Management Tiburon, California	$7.14M	+$293K	4	4.61%	Increased
3062	GBT Grove Bank & Trust Miami, Florida	$7.12M	-$1.01M	24	0.71%	Reduced
3063	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$7.12M	-$733K	4	1.06%	Reduced
3064	MWM Mindset Wealth Management Indianapolis, Indiana	$7.1M	+$414K	7	1.37%	Increased
3065	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$7.1M	-$249K	12	0.47%	Reduced
3066	GDP Great Diamond Partners Portland, Maine	$7.1M	-$2.48M	6	1.22%	Reduced
3067	Vanguard National Trust Malvern, Pennsylvania	$7.09M	+$297K	19	0.39%	Increased
3068	BFW Brady Family Wealth Saint Louis, Missouri	$7.07M	+$137K	4	2.04%	Increased
3069	AT American Trust Lexington, Kentucky	$7.07M	-$840K	5	0.54%	Reduced
3070	FPH Financial Planning Hawaii Honolulu, Hawaii	$7.06M	-$15.8K	9	3.79%	Reduced
3071	HCP Hiddenite Capital Partners New York	$7.06M	+$6.09M	1	0.61%	New
3072	SIS Sound Income Strategies Ft Lauderdale, Florida	$7.06M	+$424K	9	0.32%	Increased
3073	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$7.06M	+$6.02M	2	1.15%	Increased
3074	WW Waterfront Wealth Overland Park, Kansas	$7.05M	+$344K	7	1.09%	Increased
3075	SP SmartHarvest Portfolios Poulsbo, Washington	$7.05M	-$861K	11	2.28%	Reduced