RKL Wealth Management LLC

Position in HEI — Heico Corp

CIK 1604723 LANCASTER, PA

Back to HEI Full portfolio

Position in HEI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,128,741

+$222,318 QoQ

Shares Held

3,662

-1.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#464

of 912 holders

Holding Since

Sep 2020

24 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

RKL Wealth Management LLC holds $8,443,384 across 6 Aerospace & Defense names. HEI ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	8,258	$2,925,313
2	LHX	L3harris Technologies, Inc. /De/	9,626	$2,797,219
3	HEI	Heico Corp This page	3,662	$1,128,741
4	RTX	RTX Corp	3,500	$664,055
5	GE	General Electric Co	1,270	$474,637
6	LMT	Lockheed Martin Corp	890	$453,419

All Filings in HEI

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46 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 HEI-A	$460,885	1,787	0.0%	Shares	Sole	2026-08-11
2026-06-30	$667,856	1,875	-2.8%	Shares	Sole	2026-08-11
2026-03-31 HEI-A	$377,217	1,787	0.0%	Shares	Sole	2026-04-24
2026-03-31	$529,206	1,930	0.0%	Shares	Sole	2026-04-24
2025-12-31 HEI-A	$451,092	1,787	0.0%	Shares	Sole	2026-02-12
2025-12-31	$624,528	1,930	0.0%	Shares	Sole	2026-02-12
2025-09-30 HEI-A	$454,058	1,787	+0.1%	Shares	Sole	2025-11-12
2025-09-30	$623,042	1,930	+0.1%	Shares	Sole	2025-11-12
2025-06-30 HEI-A	$462,127	1,786	0.0%	Shares	Sole	2025-07-18
2025-06-30	$632,712	1,929	0.0%	Shares	Sole	2025-07-18
2025-03-31 HEI-A	$376,792	1,786	+0.1%	Shares	Sole	2025-04-28
2025-03-31	$515,409	1,929	+0.1%	Shares	Sole	2025-04-28
2024-12-31 HEI-A	$332,152	1,785	0.0%	Shares	Sole	2025-02-07
2024-12-31	$458,362	1,928	-1.5%	Shares	Sole	2025-02-07
2024-09-30 HEI-A	$363,711	1,785	+0.1%	Shares	Sole	2024-11-01
2024-09-30	$511,977	1,958	+1.6%	Shares	Sole	2024-11-01
2024-06-30 HEI-A	$316,695	1,784	0.0%	Shares	Sole	2024-07-18
2024-06-30	$430,896	1,927	0.0%	Shares	Sole	2024-07-18
2024-03-31 HEI-A	$274,628	1,784	+0.1%	Shares	Sole	2024-05-08
2024-03-31	$368,057	1,927	+0.1%	Shares	Sole	2024-05-08
2023-12-31 HEI-A	$253,828	1,782	0.0%	Shares	Sole	2024-01-25
2023-12-31	$344,503	1,926	0.0%	Shares	Sole	2024-01-25
2023-09-30 HEI-A	$230,270	1,782	+0.1%	Shares	Sole	2023-11-06
2023-09-30	$311,877	1,926	+0.1%	Shares	Sole	2023-11-06
2023-06-30 HEI-A	$250,408	1,781	0.0%	Shares	Sole	2023-08-08
2023-06-30	$340,609	1,925	-0.9%	Shares	Sole	2023-08-08
2023-03-31 HEI-A	$242,037	1,781	+0.1%	Shares	Sole	2023-05-02
2023-03-31	$332,330	1,943	+0.1%	Shares	Sole	2023-05-02
2022-12-31 HEI-A	$213,213	1,779	-0.1%	Shares	Sole	2023-02-07
2022-12-31	$298,215	1,941	-0.1%	Shares	Sole	2023-02-07
2022-09-30 HEI-A	$204,023	1,780	+0.1%	Shares	Sole	2022-11-14
2022-09-30	$279,609	1,942	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$254,503	1,941	-0.9%	Shares	Sole	2022-08-01
2022-03-31 HEI-A	$225,503	1,778	+0.1%	Shares	Sole	2022-05-10
2022-03-31	$300,784	1,959	+0.1%	Shares	Sole	2022-05-10
2021-12-31 HEI-A	$228,380	1,777	+0.1%	Shares	Sole	2022-02-08
2021-12-31	$282,238	1,957	0.0%	Shares	Sole	2022-02-08
2021-09-30 HEI-A	$210,331	1,776	0.0%	Shares	Sole	2021-11-15
2021-09-30	$258,069	1,957	+0.1%	Shares	Sole	2021-11-15
2021-06-30 HEI-A	$220,543	1,776	0.0%	Shares	Sole	2021-08-13
2021-06-30	$272,705	1,956	0.0%	Shares	Sole	2021-08-13
2021-03-31 HEI-A	$201,753	1,776	+0.1%	Shares	Sole	2021-05-10
2021-03-31	$246,064	1,956	+0.1%	Shares	Sole	2021-05-10
2020-12-31 HEI-A	$207,664	1,774	—	Shares	Sole	2021-02-11
2020-12-31	$258,842	1,955	0.0%	Shares	Sole	2021-02-11
2020-09-30	$204,610	1,955	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.