Position in HEI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$430,989
New position
Shares Held
1,210
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#604
of 912 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $17,987,057 across 10 Aerospace & Defense names. HEI ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
29,971 | $5,686,397 | |
| 2 | GD |
General Dynamics Corp
|
9,794 | $3,469,426 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
9,513 | $2,103,134 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
9,613 | $1,642,477 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
7,742 | $1,506,980 | |
| 6 | BA |
Boeing Co
|
5,971 | $1,292,542 | |
| 7 | GE |
General Electric Co
|
1,973 | $737,369 | |
| 8 | CW |
Curtiss Wright Corp
|
794 | $601,661 |
All Filings in HEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,989 | 1,210 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||