Position in HEI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$27,230
+$26,362 QoQ
Shares Held
129
+1742.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
2 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $36,992,209 across 27 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
114,759 | $21,773,225 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
24,667 | $5,446,473 | |
| 3 | GE |
General Electric Co
|
7,939 | $2,967,042 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
9,358 | $2,619,210 | |
| 5 | BA |
Boeing Co
|
10,141 | $2,195,222 | |
| 6 | GD |
General Dynamics Corp
|
2,735 | $968,846 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,177 | $599,634 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
287 | $77,162 |
All Filings in HEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $27,230 | 129 | Shares | Sole | 2026-04-23 | |
| 2021-09-30 HEI-A | $473 | 4 | Shares | Sole | 2021-10-21 | |
| 2021-09-30 | $395 | 3 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||