← All themes Defense Modernization

Defense Tech & C4ISR

Defense technology covers the software, sensors, and networks that connect a modern force — command, control, communications, computing, intelligence, surveillance, and reconnaissance. Budgets are shifting from platforms towards the systems that link them.

53 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1851
RHFI
Reilly Herbert Faulkner III
$313K $0 1 0.2% Maintained
1852
WCM
Windsor Capital Management
Arizona
$312K -$47.9K 1 0.16% Reduced
1853
BCM
Bourgeon Capital Management
Connecticut
$310K $0 1 0.19% Maintained
1854
OFS
Orrstown Financial Services
Pennsylvania
$309K -$94.3K 4 0.34% Reduced
1855
PCM
Prelude Capital Management
New York
$308K -$1.53M 5 0.03% Reduced
1856
SCI
Stableford Capital II
Arizona
$307K +$299K 1 0.25% New
1857
RBF Capital
RBF Capital
California
$305K $0 1 0.04% Maintained
1858
JCM
Jag Capital Management
Missouri
$302K $0 1 0.06% Maintained
1859
LJAC
L.J. Altfest & Co
New York
$301K -$5.84K 1 0.18% Reduced
1860
HBK Investments
HBK Investments
Texas
$300K +$34.3K 1 0% Increased
1861
HHMI
Howard Hughes Medical Institute
Maryland
$300K +$187K 1 0.05% Increased
1862
WAS
WESPAC Advisors SoCal
California
$300K $0 2 0.19% Maintained
1863
SSP
Sapphire Star Partners
Washington
$298K -$65.2K 1 0.38% Reduced
1864
FFH
Fairfax Financial Holdings
Ontario, Canada
$297K $0 1 0.03% Maintained
1865
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$297K $0 1 0.14% Maintained
1866
FNT
First Nebraska Trust
Nebraska
$295K $0 1 0.07% Maintained
1867
HCM
Harvey Capital Management
Florida
$293K $0 1 0.13% Maintained
1868
Group One Trading
Group One Trading
Illinois
$291K -$778K 3 0% Reduced
1869
BIAS
Beacon Investment Advisory Services
New Jersey
$290K +$282K 1 0.05% New
1870
GC
Gilbert & Cook
Iowa
$289K +$282K 1 0.1% New
1871
GFPC
Global Financial Private Capital
Florida
$286K +$45.7K 1 0.01% Increased
1872
CC
Cedar Capital
Illinois
$284K +$50.3K 1 0.12% Increased
1873
BA
BKS Advisors
Michigan
$283K -$47.6K 1 0.12% Reduced
1874
MCMT
Moon Capital Management (Tennessee)
Tennessee
$281K $0 1 0.31% Maintained
1875
HS
Horan Securities
United States
$277K $0 3 0.3% Maintained