Prime Capital Investment Advisors, LLC RTX — RAYTHEON TECHNOLOGIES CORP COM

Ownership history in Prime Capital Investment Advisors, LLC  ·  30 quarters on record

AI Ownership Summary

Prime Capital Investment Advisors, LLC reported RAYTHEON TECHNOLOGIES CORP COM (RTX) in 30 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows RTX at 0.40% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prime Capital Investment Advisors, LLC's position in RAYTHEON TECHNOLOGIES CORP 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 Q2

RTX was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Prime Capital Investment Advisors, LLC fund profile Prime Capital Investment Advisors, LLC full holdings
How Prime Capital Investment Advisors, LLC 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 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 216,274 +33,917 +18.6% 0.40% $41.0M 2026-08-05 $221.57
2026 Q1 ADDED — — — 182,357 +3,604 +2.0% 0.41% $35.2M 2026-05-08 $174.78
2025 Q4 ADDED — — — 178,753 +178,653 +178653.0% 0.40% $32.8M 2026-01-21 $195.38
2025 Q4 REDUCED 99.9% +5.5% ❌ 100 -179,667 -99.9% 0.00% $158 2026-01-21 $195.38
2025 Q3 ADDED — — — 179,767 +179,667 +179667.0% 0.38% $30.1M 2025-11-05 $171.46
2025 Q3 UNCHANGED — — — 100 — 0% 0.00% $8 2025-11-05 $171.46
2025 Q3 REDUCED 99.9% +10.7% ❌ 100 -179,318 -99.9% 0.00% $130 2025-11-05 $171.46
2025 Q2 ADDED — — — 179,418 +179,318 +179318.0% 0.35% $26.2M 2025-07-23 $153.53
2025 Q2 REDUCED 100.0% +12.6% ❌ 100 -210,439 -100.0% 0.00% $299 2025-07-23 $153.53
2025 Q1 ADDED — — — 210,539 +21,373 +11.3% 0.33% $27.9M 2025-05-13 $127.59
2024 Q4 REDUCED — — — 189,166 -1,793 -0.9% 0.32% $21.9M 2025-02-12 $123.12
2024 Q3 REDUCED 13.5% -4.4% ✅ 190,959 -29,778 -13.5% 0.33% $23.1M 2024-11-05 $114.94
2024 Q2 REDUCED 9.7% +21.3% ❌ 220,737 -23,815 -9.7% 0.33% $22.2M 2024-08-09 $111.61
2024 Q1 REDUCED 14.0% +2.7% ❌ 244,552 -39,915 -14.0% 0.33% $23.9M 2024-05-15 $100.62
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RTX

As of 2026 Q2 — sorted by position size

AdviceOne Advisory Services, LLC 65.08% Rings Capital Management LLC 3Y 7Y 15.93% Spurstone Advisory Services, LLC 10.58% CSU Producer Resources, Inc. 3Y 7Y 9.37% Gladstone Capital Management LLP 3Y 7Y 9.31% Framtiden Holdings Management Co LLC 8.62% KRAEMATON INVESTMENT ADVISORS, INC 3Y 5.54% J. Stern & Co. LLP 5.27% F&V Capital Management, LLC 3Y 7Y 5.23% Haverford Financial Services, Inc. 3Y 7Y 4.83%

FAQ About Prime Capital Investment Advisors, LLC and RTX

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

How long has Prime Capital Investment Advisors, LLC reported owning RTX?

Prime Capital Investment Advisors, LLC reported RTX across 14 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported RTX position in Prime Capital Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for RTX was 0.41% in 2026 Q1.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2026 Q2, when Prime Capital Investment Advisors, LLC reported 216,274 shares, equal to 0.40% of portfolio, with an estimated market value of $41.0M.

What does the chart on this RTX ownership page compare?

The chart compares Prime Capital Investment Advisors, LLC'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 Prime Capital Investment Advisors, LLC time their RTX position?

Based on 13F filing dates vs. subsequent RTX price moves, Prime Capital Investment Advisors, LLC correctly timed 13 out of 27 reported position changes (48%). The annualised alpha on RTX relative to SPY over the holding period was +25.6%.

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