Position in HEI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$106,857
+$24,597 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#758
of 916 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ATWOOD & PALMER INC holds $57,069,868 across 11 Aerospace & Defense names. HEI ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
67,995 | $34,640,732 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
64,066 | $18,616,938 | |
| 3 | RTX |
RTX Corp
|
13,343 | $2,531,567 | |
| 4 | CW |
Curtiss Wright Corp
|
648 | $491,028 | |
| 5 | GE |
General Electric Co
|
949 | $354,669 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
520 | $291,517 | |
| 7 | HEI |
Heico Corp
This page
|
300 | $106,857 | |
| 8 | GD |
General Dynamics Corp
|
54 | $19,128 |
All Filings in HEI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,857 | 300 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $82,260 | 300 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $97,077 | 300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $96,846 | 300 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $98,400 | 300 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $80,157 | 300 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||