Position in HEI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$410,147
-$82,343 QoQ
Shares Held
1,943
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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, 2026J2 Capital Management Inc holds $696,431 across 1 Aerospace & Defense name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,367 | $696,431 |
All Filings in HEI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $410,147 | 1,943 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 HEI-A | $492,490 | 1,951 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 HEI-A | $488,360 | 1,922 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 HEI-A | $608,321 | 2,351 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 HEI-A | $367,087 | 1,740 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 HEI-A | $342,573 | 1,841 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 HEI-A | $305,088 | 2,361 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 HEI-A | $331,394 | 2,357 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 HEI-A | $312,026 | 2,296 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 HEI-A | $264,988 | 2,211 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 HEI-A | $247,579 | 2,160 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 HEI-A | $223,089 | 2,117 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 HEI-A | $376,811 | 2,971 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 HEI-A | $368,852 | 2,870 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||