Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$263,584
+$47,851 QoQ
Shares Held
1,022
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#692
of 912 holders
Holding Since
Mar 2024
9 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, 2026Blue Chip Partners, LLC holds $7,311,009 across 4 Aerospace & Defense names. HEI ranks #3 (3.6% of the industry book) .
All Filings in HEI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $263,584 | 1,022 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 HEI-A | $215,733 | 1,022 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 HEI-A | $257,983 | 1,022 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 HEI-A | $259,679 | 1,022 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 HEI-A | $264,442 | 1,022 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 HEI-A | $211,602 | 1,003 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 HEI-A | $234,324 | 1,150 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 HEI-A | $204,148 | 1,150 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 HEI-A | $177,031 | 1,150 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||