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Aero Defense

$BOMBSAWAYJJustin R.

About Aero Defense

Mixture of high quality stocks focused on the aerospace & defense sector.

About the Creator

Activity

Total Rebalances16
Last RebalanceFeb 23, 2026

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Changes:AXON +4.8%HON +3.7%AVAV +0.7%KTOS +0.4%PLTR +0.4%

$BOMBSAWAY adjusted axon up. looking to get away from a few of the more speculative holdings

Changes:ASTS +9.0%LUNR +6.7%RKLB +3.0%RDW +3.0%HON +0.3%

adjusted holdings / eliminated Microsoft. moving more towards space……..

Changes:RKLB +6.0%RDW +6.0%SHLD +6.0%KTOS +3.8%AXON +0.3%

added rdw, Rklb and shld…..removed LMT + GD but those are found in SHLD