Position in HEI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,112,388
New position
Shares Held
8,738
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#343
of 912 holders
Holding Since
Jun 2026
1 quarter on record
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Fulcrum Asset Management LLP holds $33,034,873 across 18 Aerospace & Defense names. HEI ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
26,546 | $7,137,157 | |
| 2 | WWD |
Woodward, Inc.
|
16,194 | $6,889,575 | |
| 3 | GE |
General Electric Co
|
13,087 | $4,891,004 | |
| 4 | HEI |
Heico Corp
This page
|
8,738 | $3,112,388 | |
| 5 | AIR |
Aar Corp
|
20,634 | $2,949,217 | |
| 6 | CW |
Curtiss Wright Corp
|
3,282 | $2,486,968 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
10,334 | $2,011,513 | |
| 8 | TDG |
TransDigm Group INC
|
1,098 | $1,462,579 |
All Filings in HEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,112,388 | 8,738 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||