WBI INVESTMENTS, LLC

Position in HEI — Heico Corp

CIK 1397424 RED BANK, NJ

Position in HEI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$865,540

+$397,630 QoQ

Shares Held

2,430

+68.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#509

of 912 holders

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 24% Shared 76% None 0%

Industrials · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $3,899,633 across 5 Aerospace & Defense names. HEI ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	2,514	$890,558
2	GE	General Electric Co	2,365	$883,870
3	HEI	Heico Corp This page	2,430	$865,540
4	HWM	Howmet Aerospace Inc.	2,616	$703,336
5	LMT	Lockheed Martin Corp	1,092	$556,329

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$865,540	2,430	+68.0%	Shares	Defined	2026-08-11
2025-12-31	$467,910	1,446	-65.5%	Shares	Defined	2026-02-13
2025-06-30	$1,374,648	4,191	-14.8%	Shares	Defined	2025-08-11
2024-09-30	$1,286,219	4,919	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.