Position in HEI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$294,275
+$51,944 QoQ
Shares Held
1,141
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#674
of 916 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026OARSMAN CAPITAL, INC. holds $3,454,686 across 8 Aerospace & Defense names. HEI ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
2,098 | $743,195 | |
| 2 | BA |
Boeing Co
|
3,001 | $649,626 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
1,110 | $622,277 | |
| 4 | GE |
General Electric Co
|
1,117 | $417,456 | |
| 5 | HEI |
Heico Corp
This page
|
1,141 | $294,275 | |
| 6 | TDG |
TransDigm Group INC
|
212 | $282,392 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
788 | $228,984 | |
| 8 | RTX |
RTX Corp
|
1,141 | $216,481 |
All Filings in HEI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $294,275 | 1,141 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 HEI-A | $242,331 | 1,148 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 HEI-A | $263,284 | 1,043 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 HEI-A | $342,513 | 1,348 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 HEI-A | $351,900 | 1,360 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 HEI-A | $254,640 | 1,207 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 HEI-A | $299,588 | 1,610 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $86,775 | 365 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 HEI-A | $329,479 | 1,617 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $95,440 | 365 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 HEI-A | $289,357 | 1,630 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 HEI-A | $252,615 | 1,641 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 HEI-A | $232,034 | 1,629 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||