AdvisorShares Investments LLC

Position in HEI — Heico Corp

CIK 1425930 BETHESDA, MD

Position in HEI

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

Position Value

$5,782,388

+$335,405 QoQ

Shares Held

16,234

-18.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#277

of 912 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

AdvisorShares Investments LLC holds $8,621,516 across 5 Aerospace & Defense names. HEI ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp This page	16,234	$5,782,388
2	ESLT	Elbit Systems Ltd	1,477	$1,120,629
3	CW	Curtiss Wright Corp	1,040	$788,070
4	TXT	Textron Inc	5,700	$522,861
5	LMT	Lockheed Martin Corp	800	$407,568

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,782,388	16,234	-18.3%	Shares	Sole	2026-08-11
2026-03-31	$5,446,983	19,865	-8.9%	Shares	Sole	2026-04-28
2025-12-31	$7,053,291	21,797	-26.1%	Shares	Sole	2026-02-10
2025-09-30	$9,517,702	29,483	-1.3%	Shares	Sole	2025-11-05
2025-06-30	$9,794,408	29,861	+2.4%	Shares	Sole	2025-08-04
2025-03-31	$7,790,993	29,159	-0.9%	Shares	Sole	2025-05-13
2024-12-31	$6,996,450	29,429	-11.1%	Shares	Sole	2025-02-14
2024-09-30	$8,660,479	33,121	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$7,288,120	32,593	+7.4%	Shares	Sole	2024-08-07
2024-03-31	$5,796,659	30,349	+58.7%	Shares	Sole	2024-05-14
2023-12-31	$3,421,604	19,129	+11.6%	Shares	Sole	2024-02-13
2023-09-30	$2,776,613	17,147	+6.1%	Shares	Sole	2023-11-06
2023-06-30	$2,858,465	16,155	+32.6%	Shares	Sole	2023-08-09
2023-03-31	$2,084,464	12,187	+43.9%	Shares	Sole	2023-05-09
2022-12-31	$1,300,869	8,467	-48.0%	Shares	Sole	2023-02-14
2022-09-30	$2,342,410	16,269	+67.9%	Shares	Sole	2022-11-14
2022-06-30	$1,270,421	9,689	-1.5%	Shares	Sole	2022-08-08
2022-03-31	$1,510,065	9,835	+9.2%	Shares	Sole	2022-05-09
2021-12-31	$1,298,412	9,003	+11.8%	Shares	Sole	2022-01-31
2021-09-30	$1,062,344	8,056	-64.2%	Shares	Sole	2021-11-04
2021-06-30	$3,138,343	22,510	+196.1%	Shares	Sole	2021-07-27
2021-03-31	$956,205	7,601	-63.5%	Shares	Sole	2021-05-11
2020-12-31	$2,760,804	20,852	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.