Apps

HORAN Wealth Expands Holdings USB NDSN NOC CINF

HORAN Wealth LLC lifted its stakes in U.S. Bancorp (73,608 shares, up 100.5%), Nordson (4,040 shares), Northrop Grumman (14,140 shares), and Cincinnati Financial (13,900 shares) in the first quarter, with holdings valued across these positions in the millions. The moves coincide with broader institutional activity and analysts adjusting targets or ratings on these companies.

1d

Aerospace

Wiregrass boosts GE Aerospace stake 68% in Q1

Wiregrass Investment Management LLC expanded its stakes across multiple securities in Q1: increasing GE Aerospace holdings by 68.1% to 5,480 shares worth about $1.555 million, while also taking a new position in AGNC Investment Corp. with 88,794 shares (~$891,000), a new stake in International Paper of 15,544 shares (~$555,000), and purchasing 27,413 shares of SPDR Portfolio S&P 500 Growth ETF (~$2.684 million). The moves reflect a broad strategy of diversifying into aerospace, real estate, materials, and growth-focused ETFs alongside core positions.

U.S.Vanguard

12h

Aerospace

Mubadala, Embraer sign aerospace partnership expanding UAE manufacturing

Embraer and Mubadala signed a strategic framework at Farnborough to deepen collaboration across the aerospace value chain, including supply, MRO, workforce development, and research and development, with plans for a co-located UAE innovation hub and Emirati training. The agreement also contemplates Strata becoming a tier-one supplier to Embraer and reinforces the UAE’s aerospace ecosystem and Abu Dhabi’s industrial diversification goals.

1d

Markets

Westpac Expands U.S. Bancorp Stake 50% in Q1

Westpac Banking Corp increased its stake in U.S. Bancorp by 50% to 128,101 shares, worth about $6.66 million, while trimming its position in The Goldman Sachs Group by 4.6% to 17,665 shares, worth roughly $14.94 million. The bank also expanded holdings in Dollar General and Regency Centers (41,788 and 60,867 shares respectively, valued around $4.96 million and $4.61 million) while reducing GE Aerospace by 10.1% to 15,067 shares, valued at about $4.28 million.

Goldman Sachs GE Aerospace

14h

Aviation

Boeing Merlinhawk Sign In-Country EO/IR Support

Merlinhawk Aerospace and Boeing Defence India have formalized an in-country sustainment partnership to maintain and support advanced EO/IR systems on Indian defence platforms, leveraging Merlinhawk’s Bengaluru WESCAM Centre to cut turnaround times and boost fleet availability and mission readiness. The pact reinforces India’s self-reliance and indigenous MRO capabilities, with a focus on the Indian Navy’s P-8I and broader defence applications under the Atmanirbhar Bharat framework.

1d

Pulse

Pulse

Aerospace

HORAN Wealth Expands Holdings USB NDSN NOC CINF

Wiregrass boosts GE Aerospace stake 68% in Q1

Mubadala, Embraer sign aerospace partnership expanding UAE manufacturing

Westpac Expands U.S. Bancorp Stake 50% in Q1

Boeing Merlinhawk Sign In-Country EO/IR Support

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