IFP Advisors, Inc

Position in HEI — Heico Corp

CIK 1641866 TAMPA, FL

Back to HEI Full portfolio

Position in HEI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$253,607

+$29,101 QoQ

Shares Held

712

-21.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#698

of 916 holders

Holding Since

Mar 2020

26 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 Jun 30, 2026

IFP Advisors, Inc holds $51,855,534 across 60 Aerospace & Defense names. HEI ranks #20 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	60,470	$11,472,973
2	SPCX	Space Exploration Technologies Corp	52,736	$9,010,472
3	GE	General Electric Co	16,824	$6,287,633
4	LMT	Lockheed Martin Corp	10,332	$5,263,740
5	GD	General Dynamics Corp	9,097	$3,222,521
6	BA	Boeing Co	11,970	$2,591,145
7	TDG	TransDigm Group INC	1,781	$2,372,363
8	NOC	Northrop Grumman Corp /De/	4,288	$2,183,921

All Filings in HEI

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,607	712	+35.1%	Shares	Sole	2026-07-20
2026-03-31 HEI-A	$80,003	379	+97.4%	Shares	Sole	2026-04-13
2026-03-31	$144,503	527	+1125.6%	Shares	Sole	2026-04-13
2025-12-31 HEI-A	$48,466	192	+28.9%	Shares	Sole	2026-02-06
2025-12-31	$13,914	43	+437.5%	Shares	Sole	2026-02-06
2025-09-30 HEI-A	$37,859	149	+27.4%	Shares	Sole	2026-02-06
2025-09-30	$2,582	8	0.0%	Shares	Sole	2026-02-06
2025-06-30 HEI-A	$30,273	117	-5.6%	Shares	Sole	2025-07-24
2025-06-30	$2,624	8	-98.9%	Shares	Sole	2025-07-24
2025-03-31 HEI-A	$26,160	124	0.0%	Shares	Sole	2025-05-05
2025-03-31	$190,239	712	-16.0%	Shares	Sole	2025-05-05
2024-12-31 HEI-A	$23,073	124	-20.0%	Shares	Sole	2025-02-04
2024-12-31	$201,603	848	+3.9%	Shares	Sole	2025-02-04
2024-09-30 HEI-A	$31,582	155	+138.5%	Shares	Sole	2025-02-04
2024-09-30	$213,367	816	+40.4%	Shares	Sole	2025-02-04
2024-06-30 HEI-A	$11,538	65	+58.5%	Shares	Sole	2024-07-30
2024-06-30	$129,917	581	+68.9%	Shares	Sole	2024-07-30
2024-03-31 HEI-A	$6,311	41	+2.5%	Shares	Sole	2024-07-30
2024-03-31	$65,704	344	+525.5%	Shares	Sole	2024-07-30
2023-12-31 HEI-A	$5,697	40	+2.6%	Shares	Sole	2024-01-09
2023-12-31	$9,837	55	+1.9%	Shares	Sole	2024-01-09
2023-09-30 HEI-A	$5,039	39	-35.0%	Shares	Sole	2023-10-12
2023-09-30	$8,744	54	0.0%	Shares	Sole	2023-10-12
2023-06-30 HEI-A	$8,436	60	0.0%	Shares	Sole	2023-08-04
2023-06-30	$9,554	54	0.0%	Shares	Sole	2023-08-04
2023-03-31 HEI-A	$8,154	60	-80.5%	Shares	Sole	2023-04-18
2023-03-31	$9,236	54	-98.0%	Shares	Sole	2023-04-18
2022-12-31 HEI-A	$36,913	308	+19.4%	Shares	Sole	2023-02-07
2022-12-31	$254	2,676	-8.6%	Shares	Sole	2023-02-07
2022-09-30 HEI-A	$29,571	258	+7.1%	Shares	Sole	2022-11-08
2022-09-30	$421,429	2,927	+4.9%	Shares	Sole	2022-11-08
2022-06-30 HEI-A	$25,396	241	+151.0%	Shares	Sole	2022-09-06
2022-06-30	$365,824	2,790	+486.1%	Shares	Sole	2022-09-06
2022-03-31 HEI-A	$12,175	96	+10.3%	Shares	Sole	2022-08-08
2022-03-31	$73,085	476	0.0%	Shares	Sole	2022-08-08
2021-12-31 HEI-A	$11,181	87	0.0%	Shares	Sole	2022-01-12
2021-12-31	$68,648	476	-1.4%	Shares	Sole	2022-01-12
2021-09-30 HEI-A	$10,303	87	+295.5%	Shares	Sole	2021-10-06
2021-09-30	$63,693	483	+19.3%	Shares	Sole	2021-10-06
2021-06-30 HEI-A	$2,731	22	0.0%	Shares	Sole	2021-07-13
2021-06-30	$56,465	405	+18.4%	Shares	Sole	2021-07-13
2021-03-31 HEI-A	$2,499	22	—	Shares	Sole	2021-04-30
2021-03-31	$43,023	342	+48.7%	Shares	Sole	2021-04-30
2020-12-31 HEI-A	$0	0	—	Shares	Sole	2021-01-25
2020-12-31	$30,452	230	+198.7%	Shares	Sole	2021-01-25
2020-09-30 HEI-A	$0	0	-100.0%	Shares	Sole	2020-10-29
2020-09-30	$8,058	77	-17.2%	Shares	Sole	2020-10-29
2020-06-30 HEI-A	$57,274	705	+1.1%	Shares	Sole	2020-08-05
2020-06-30	$9,267	93	—	Shares	Sole	2020-08-05
2020-03-31 HEI-A	$44,538	697	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.