Position in HEI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,188,969
+$742,283 QoQ
Shares Held
8,953
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#341
of 916 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $16,152,331 across 7 Aerospace & Defense names. HEI ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
32,964 | $9,579,008 | |
| 2 | HEI |
Heico Corp
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|
8,953 | $3,188,969 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
4,539 | $2,311,758 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
569 | $318,987 | |
| 5 | VSEC |
Vse Corp
|
1,261 | $288,138 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
934 | $251,115 | |
| 7 | KRMN |
Karman Holdings Inc.
|
4,294 | $214,356 |
All Filings in HEI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,188,969 | 8,953 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,446,686 | 8,923 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $3,558,842 | 10,998 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,167,929 | 12,911 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,218,736 | 12,862 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,457,171 | 12,939 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,055,196 | 12,851 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,360,279 | 12,851 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,038,189 | 13,587 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,449,957 | 12,827 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,942,053 | 16,448 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,608,771 | 22,286 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,703,354 | 20,930 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,629,126 | 21,218 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,408,964 | 22,188 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,675,233 | 25,526 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,700,993 | 28,226 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,344,567 | 28,296 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,092,242 | 28,375 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,728,624 | 28,275 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,942,100 | 28,275 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,575,865 | 28,425 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,755,526 | 28,365 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,633,140 | 25,159 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,430,475 | 14,355 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $676,712 | 9,070 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||