Position in HEI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$35,619
+$17,113 QoQ
Shares Held
100
-30.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#791
of 912 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $13,300,646 across 11 Aerospace & Defense names. HEI ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
34,018 | $6,454,235 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
11,263 | $3,272,915 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
10,923 | $2,411,798 | |
| 4 | GE |
General Electric Co
|
1,870 | $698,875 | |
| 5 | BA |
Boeing Co
|
605 | $130,964 | |
| 6 | GD |
General Dynamics Corp
|
242 | $85,726 | |
| 7 | LMT |
Lockheed Martin Corp
|
165 | $84,060 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
165 | $84,036 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,619 | 100 | Shares | Sole | 2026-07-28 | |
| 2021-12-31 HEI-A | $18,506 | 144 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||