Position in HEI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$30,632
+$7,051 QoQ
Shares Held
86
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#800
of 916 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $8,503,659 across 21 Aerospace & Defense names. HEI ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
7,699 | $3,921,177 | |
| 2 | BA |
Boeing Co
|
5,518 | $1,194,480 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,541 | $785,076 | |
| 4 | RTX |
RTX Corp
|
3,542 | $672,022 | |
| 5 | GE |
General Electric Co
|
1,497 | $559,473 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
2,235 | $381,871 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
650 | $364,395 | |
| 8 | ESLT |
Elbit Systems Ltd
|
270 | $204,854 |
All Filings in HEI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,632 | 86 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,581 | 86 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $27,828 | 86 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,762 | 86 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,104 | 43 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||