Position in HEI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$278,153
-$50,716 QoQ
Shares Held
1,057
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Anchor Investment Management, LLC holds $16,251,606 across 17 Aerospace & Defense names. HEI ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
11,775 | $3,341,391 | |
| 2 | RTX |
RTX Corp
|
15,357 | $2,962,365 | |
| 3 | LMT |
Lockheed Martin Corp
|
4,087 | $2,470,141 | |
| 4 | BA |
Boeing Co
|
10,081 | $2,006,421 | |
| 5 | GD |
General Dynamics Corp
|
4,498 | $1,543,803 | |
| 6 | TDG |
TransDigm Group INC
|
1,280 | $1,483,468 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,465 | $999,481 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,583 | $891,522 |
All Filings in HEI
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $39,051 | 185 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $239,102 | 872 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 HEI-A | $46,699 | 185 | Shares | Sole | 2026-02-26 | |
| 2025-12-31 | $282,170 | 872 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 HEI-A | $47,006 | 185 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $297,640 | 922 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 HEI-A | $47,868 | 185 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $318,816 | 972 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 HEI-A | $39,029 | 185 | Shares | Sole | 2025-05-20 | |
| 2025-03-31 | $298,451 | 1,117 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 HEI-A | $34,424 | 185 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $265,555 | 1,117 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 HEI-A | $37,695 | 185 | Shares | Sole | 2024-11-21 | |
| 2024-09-30 | $292,073 | 1,117 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $249,772 | 1,117 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $213,347 | 1,117 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $203,375 | 1,137 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $194,154 | 1,199 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $215,689 | 1,219 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $288,544 | 1,687 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $265,336 | 1,727 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $295,446 | 2,052 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $285,579 | 2,178 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $303,702 | 1,978 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $285,267 | 1,978 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $260,838 | 1,978 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $247,888 | 1,778 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $246,442 | 1,959 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $273,538 | 2,066 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $222,716 | 2,128 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $225,308 | 2,261 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $257,180 | 3,447 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||