Sector: defenseprime
Conviction from: S&PCitrini
Tradable on: Bitget →
Northrop Grumman is an aerospace and defense company that develops military aircraft, missiles, space systems, autonomous platforms, and defense electronics for government customers.
3 tracked filer(s) hold this · 1 opened, 1 added, 0 trimmed in 31-MAR-2026
Aggregate 13FScore 43 — mean of 3 scored holder(s) · buyers (new/add) avg 43. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
2 disclosed trade(s) by 2 filer(s).
4 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
Watching · 2 mention(s), 0 personal-position post(s) · first 2025-10-18 · last 2026-03-26
“If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ).
I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term. ( $AIRO is still up ~15%, b…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-03-26 | If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ).
I still believe fundamental… → · 879 likes · 155,071 views |
| 2025-10-18 | I wrote about it earlier but a TLDR was $FLY was working with Northrop on reuable medium lift and having $NOC co-developing it would reduce any execution risk.
NOC had working expendable medium-lifts already before Russia-Ukraine war and their supply chain fell apart. NOC + Fly = Working medium lif… → · 8 likes · 1,576 views |
| Report | Date | Stance |
|---|
| #117 — Thematic Update: Modern Warfare | 2026-02-18 | WATCH |
| #100 — The New WFH (War From Home): Missile Defense, Counter-UAS, Electronic Warfare, and Surveillance | 2025-06-23 | LONG |