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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in HEI — Heico Corp

CIK 1551017 NEW YORK, NY
Back to HEI Full portfolio

Position in HEI

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$68,214
-$47,206 QoQ
Shares Held
218
-57.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#777
of 916 holders
Holding Since
Mar 2020
26 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

TD PRIVATE CLIENT WEALTH LLC holds $29,308,028 across 28 Aerospace & Defense names. HEI ranks #17 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RTX
RTX Corp
 30,783 $5,840,458
2 HWM
Howmet Aerospace Inc.
 13,946 $3,749,521
3 HONA
Honeywell Aerospace Inc.
 15,440 $3,413,475
4 GE
General Electric Co
 8,449 $3,157,644
5 LHX
L3harris Technologies, Inc. /De/
 9,479 $2,754,502
6 LMT
Lockheed Martin Corp
 3,763 $1,917,097
7 SPCX
Space Exploration Technologies Corp
 10,973 $1,874,846
8 BA
Boeing Co
 7,951 $1,721,152

All Filings in HEI

Export CSV
47 filing rows on record
Report Date Value (USD) Shares
2026-06-30 HEI-A $24,759 96
2026-06-30 $43,455 122
2026-03-31 HEI-A $84,436 400
2026-03-31 $30,984 113
2025-12-31 HEI-A $316,799 1,255
2025-12-31 $37,860 117
2025-09-30 HEI-A $338,956 1,334
2025-09-30 $36,478 113
2025-06-30 HEI-A $23,028 89
2025-06-30 $40,672 124
2025-03-31 $122,373 458
2024-12-31 $79,167 333
2024-09-30 $90,995 348
2024-06-30 $93,692 419
2024-03-31 $80,220 420
2023-12-31 HEI-A $4,842 34
2023-12-31 $81,028 453
2023-09-30 HEI-A $4,393 34
2023-09-30 $91,652 566
2023-06-30 HEI-A $7,733 55
2023-06-30 $101,386 573
2023-03-31 HEI-A $7,474 55
2023-03-31 $86,204 504
2022-12-31 HEI-A $23,370 195
2022-12-31 $67,447 439
2022-09-30 HEI-A $22,580 197
2022-09-30 $70,550 490
2022-06-30 HEI-A $22,445 213
2022-06-30 $64,248 490
2022-03-31 HEI-A $23,590 186
2022-03-31 $68,478 446
2021-12-31 HEI-A $77,754 605
2021-12-31 $200,177 1,388
2021-09-30 HEI-A $62,649 529
2021-09-30 $163,255 1,238
2021-06-30 HEI-A $73,017 588
2021-06-30 $143,742 1,031
2021-03-31 HEI-A $40,555 357
2021-03-31 $155,363 1,235
2020-12-31 HEI-A $9,364 80
2020-12-31 $157,423 1,189
2020-09-30 HEI-A $7,092 80
2020-09-30 $138,360 1,322
2020-06-30 HEI-A $14,866 183
2020-06-30 $19,232 193
2020-03-31 HEI-A $11,693 183
2020-03-31 $13,579 182

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