SEC 13F Intelligence

Asset Planning,Inc / T7D

Asset Planning,Inc’s Transdigm Group Inc Position

Does Asset Planning,Inc own Transdigm Group Inc (T7D)? Yes — 9.0K shares worth $10M (+7.44% of its 13F portfolio) as of Q1 2026, down from 9.0K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
9.0K
% of Portfolio
+7.44%
Quarters Held
6
currently held

Position History T7D

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.0K$10M+7.44%
Q4 20259.0K$12M+8.44%
Q3 20259.1K$12M+8.64%
Q2 20258.8K$13M+10.10%
Q1 20258.8K$12M+9.54%
Q4 20248.9K$11M+8.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of T7D.