Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,112,381
+$134,310 QoQ
Shares Held
3,123
-12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#468
of 916 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0%
Shared 3%
None 97%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Regal Investment Advisors LLC holds $8,855,189 across 12 Aerospace & Defense names. HEI ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,423 | $2,026,737 | |
| 2 | WWD |
Woodward, Inc.
|
2,966 | $1,261,855 | |
| 3 | RTX |
RTX Corp
|
5,936 | $1,126,237 | |
| 4 | HEI |
Heico Corp
This page
|
3,123 | $1,112,381 | |
| 5 | RKLB |
Rocket Lab Corp
|
6,667 | $677,700 | |
| 6 | BA |
Boeing Co
|
3,072 | $664,995 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
2,322 | $513,347 | |
| 8 | DRS |
Leonardo DRS, Inc.
|
11,023 | $470,351 |
All Filings in HEI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,112,381 | 3,123 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $978,071 | 3,567 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,008,630 | 3,117 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,028,504 | 3,186 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $972,192 | 2,964 | Shares | Sole | 2025-08-11 | |
| 2022-03-31 HEI-A | $290,821 | 2,293 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 HEI-A | $296,110 | 2,304 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 HEI-A | $264,335 | 2,232 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 HEI-A | $264,503 | 2,130 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 HEI-A | $231,544 | 1,978 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||