RTX Corporation
US ˙ NYSE ˙ US75513E1010

SecurityRTX / RTX Corporation
InstitutionWest Branch Capital LLC
Latest Disclosed Ownership7,633 shares
Latest Disclosed Value $ 1,472,417
West Branch Capital LLC reports 160.33% increase in ownership of RTX / RTX Corporation

On April 14, 2026 - West Branch Capital LLC filed a 13F-HR form disclosing ownership of 7,633 shares of RTX Corporation (US:RTX) valued at $1,472,406 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,932 shares of RTX Corporation. This represents a change in shares of 160.33% during the quarter. The current value of the position is $1,317,074 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F RTX COM 75513E101 7,633 4,701 160.33 1,472 174.12 0.3942
2026-01-16 2025-12-31 13F RTX COM 75513E101 2,932 1,614 122.46 538 144.09 0.1385
2025-10-21 2025-09-30 13F RTX COM 75513E101 1,318 0 0.00 220 14.58 0.0578
2025-07-16 2025-06-30 13F RTX COM 75513E101 1,318 -992 -42.94 192 -37.05 0.0569
2025-04-16 2025-03-31 13F RTX COM 75513E101 2,310 -110 -4.55 306 9.32 0.1021
2025-01-17 2024-12-31 13F RTX COM 75513E101 2,420 0 0.00 280 -4.78 0.0893
2024-10-18 2024-09-30 13F RTX COM 75513E101 2,420 2 0.08 293 21.07 0.1014
2024-07-26 2024-06-30 13F RTX COM 75513E101 2,418 0 0.00 243 2.98 0.0901
2024-04-24 2024-03-31 13F RTX COM 75513E101 2,418 -205 -7.82 236 6.82 0.0951
2024-01-19 2023-12-31 13F RTX COM 75513E101 2,623 -991 -27.42 221 -15.38 0.1037
2023-10-20 2023-09-30 13F RTX COM 75513E101 3,614 0 0.00 260 -26.35 0.1365
2023-08-07 2023-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,614 -58 -1.58 354 -1.67 0.1766
2023-04-20 2023-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,672 0 0.00 360 -2.97 0.2003
2023-01-27 2022-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,672 263 7.71 371 32.62 0.2289
2022-10-19 2022-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,409 0 0.00 279 -14.94 0.1734
2022-07-28 2022-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,409 0 0.00 328 -2.96 0.1897
2022-05-03 2022-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,409 0 0.00 338 15.36 0.1615
2022-01-24 2021-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,409 -386 -10.17 293 -10.12 0.1247
2021-11-09 2021-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,795 -41 -1.07 326 -0.31 0.1569
2021-08-17 2021-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,836 293 8.27 327 19.34 0.1607
2021-05-14 2021-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,543 3 0.08 274 8.30 0.1603
2021-02-08 2020-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,540 -163 -4.40 253 18.78 0.1495
2020-10-13 2020-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,703 0 0.00 213 -6.58 0.1359
2020-07-08 2020-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,703 -92 -2.42 228 -36.31 0.1606
2020-04-20 2020-03-31 13F UNITED TECHNOLOGIES COM 913017109 3,795 -1,398 -26.92 358 -53.98 0.3420
2020-01-07 2019-12-31 13F UNITED TECHNOLOGIES COM 913017109 5,193 -2,455 -32.10 778 -25.48 0.5418
2019-10-23 2019-09-30 13F United Technologies COM 913017109 7,648 861 12.69 1,044 18.10 0.7733
2019-08-05 2019-06-30 13F United Technologies COM 913017109 6,787 472 7.47 884 8.60 0.7294
2019-04-30 2019-03-31 13F UNITED TECHNOLOGIES COM 913017109 6,315 317 5.29 814 27.39 0.7286
2019-02-06 2018-12-31 13F UNITED TECHNOLOGIES COM 913017109 5,998 -2,406 -28.63 639 -45.62 0.6730
2018-10-15 2018-09-30 13F UNITED TECHNOLOGIES COM 913017109 8,404 169 2.05 1,175 14.08 0.8717
2018-08-02 2018-06-30 13F UNITED TECHNOLOGIES COM 913017109 8,235 -65 -0.78 1,030 -1.34 0.8118
2018-05-02 2018-03-31 13F UNITED TECHNOLOGIES COM 913017109 8,300 8,300 1,044 1.1461
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.