BUTENSKY & COHEN FINANCIAL SECURITY, INC RTX — RTX CORPORATION COM

Ownership history in BUTENSKY & COHEN FINANCIAL SECURITY, INC  ·  10 quarters on record

AI Ownership Summary

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported RTX CORPORATION COM (RTX) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.93% in 2025 Q3. The latest visible filing shows RTX at 1.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUTENSKY & COHEN FINANCIAL SECURITY, INC's position in RTX CORPORATION COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RTX was reported at 1.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RTX stock page BUTENSKY & COHEN FINANCIAL SECURITY, INC fund profile BUTENSKY & COHEN FINANCIAL SECURITY, INC full holdings
How BUTENSKY & COHEN FINANCIAL SECURITY, INC held RTX — position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 33,860 -4,650 -12.1% 1.72% $6.5M 2026-04-09 $202.35
2025 Q4 REDUCED 7.1% +5.5% ❌ 38,510 -2,922 -7.1% 1.91% $7.1M 2026-01-13 $192.64
2025 Q3 REDUCED 6.0% +10.7% ❌ 41,432 -2,631 -6.0% 1.93% $6.9M 2025-10-20 $158.89
2025 Q2 REDUCED — — — 44,063 -1,490 -3.3% 1.91% $6.4M 2025-07-11 $144.57
2025 Q1 REDUCED — — — 45,553 -1,556 -3.3% 1.85% $6.0M 2025-04-11 $125.61
2024 Q4 REDUCED 7.2% +15.0% ❌ 47,109 -3,643 -7.2% 1.71% $5.5M 2025-01-15 $116.04
2024 Q3 REDUCED — — — 50,752 -1,752 -3.3% 1.82% $6.1M 2024-10-16 $122.34
2024 Q2 REDUCED — — — 52,504 -2,151 -3.9% 1.68% $5.3M 2024-07-11 $98.06
2024 Q1 ADDED — — — 54,655 +991 +1.8% 1.66% $5.3M 2024-04-05 $97.45
2023 Q4 INITIATED — — — 53,664 — — 1.50% $4.5M 2024-01-16 $81.40

🏢 Other funds also holding RTX

As of 2026 Q1 — sorted by position size

AdviceOne Advisory Services, LLC 67.47% Rings Capital Management LLC 3Y 7Y 17.1% Spurstone Advisory Services, LLC 14.18% Framtiden Holdings Management Co LLC 14.17% Gladstone Capital Management LLP 3Y 7Y 11.67% General Pension Society PZU Joint Stock Co 8.3% CSU Producer Resources, Inc. 3Y 7Y 8.29% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 7.66% KRAEMATON INVESTMENT ADVISORS, INC 3Y 6.17% F&V Capital Management, LLC 3Y 7Y 6.04%

FAQ About BUTENSKY & COHEN FINANCIAL SECURITY, INC and RTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has BUTENSKY & COHEN FINANCIAL SECURITY, INC reported owning RTX?

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported RTX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RTX position in BUTENSKY & COHEN FINANCIAL SECURITY, INC's portfolio?

The largest reported portfolio weight for RTX was 1.93% in 2025 Q3.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2026 Q1, when BUTENSKY & COHEN FINANCIAL SECURITY, INC reported 33,860 shares, equal to 1.72% of portfolio, with an estimated market value of $6.5M.

What does the chart on this RTX ownership page compare?

The chart compares BUTENSKY & COHEN FINANCIAL SECURITY, INC's quarterly RTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BUTENSKY & COHEN FINANCIAL SECURITY, INC time their RTX position?

Based on 13F filing dates vs. subsequent RTX price moves, BUTENSKY & COHEN FINANCIAL SECURITY, INC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on RTX relative to SPY over the holding period was +26.5%.

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