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AVALON CAPITAL MANAGEMENT

Position in HEI — Heico Corp

CIK 1510809 Port Of Redwood City, CA

Position in HEI

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$928,587
+$256,797 QoQ
Shares Held
2,607
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#497
of 919 holders
Holding Since
Sep 2023
12 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, 2026

AVALON CAPITAL MANAGEMENT holds $1,945,311 across 4 Aerospace & Defense names. HEI ranks #1 (47.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HEI
Heico Corp
This page
2,607 $928,587

All Filings in HEI

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $928,587 2,607
2026-03-31 $671,790 2,450
2025-12-31 $1,782,010 5,507
2025-09-30 $1,684,151 5,217
2025-06-30 $1,277,560 3,895
2025-03-31 $1,031,887 3,862
2024-12-31 $931,227 3,917
2024-09-30 $1,016,372 3,887
2024-06-30 $807,902 3,613
2024-03-31 $666,590 3,490
2023-12-31 $307,119 1,717
2023-09-30 $221,844 1,370