Lido Advisors, LLC

Position in HEI — Heico Corp

CIK 1650150 Los Angeles, CA

Position in HEI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$637,579

+$320,878 QoQ

Shares Held

1,790

+55.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#545

of 916 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Industrials · as of Jun 30, 2026

Lido Advisors, LLC holds $300,569,454 across 29 Aerospace & Defense names. HEI ranks #18 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	371,723	$70,527,004
2	GE	General Electric Co	132,695	$49,592,100
3	LHX	L3harris Technologies, Inc. /De/	118,459	$34,423,000
4	GD	General Dynamics Corp	77,906	$27,597,420
5	LMT	Lockheed Martin Corp	49,622	$25,280,422
6	KRMN	Karman Holdings Inc.	416,123	$20,772,860
7	BA	Boeing Co	60,199	$13,031,275
8	HWM	Howmet Aerospace Inc.	44,559	$11,980,131

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,579	1,790	+55.0%	Shares	Defined	2026-08-07
2026-03-31	$316,701	1,155	-28.6%	Shares	Defined	2026-05-13
2025-12-31 HEI-A	$221,633	878	+0.3%	Shares	Sole	2026-02-10
2025-12-31	$523,244	1,617	+0.4%	Shares	Defined	2026-02-10
2025-09-30 HEI-A	$222,328	875	+9.4%	Shares	Sole	2025-11-14
2025-09-30	$519,740	1,610	-56.3%	Shares	Defined	2025-11-14
2025-06-30 HEI-A	$207,000	800	-64.8%	Shares	Sole	2025-08-13
2025-06-30	$1,208,352	3,684	-0.1%	Shares	Defined	2025-08-13
2025-03-31	$985,395	3,688	-5.5%	Shares	Sole	2025-05-15
2023-09-30 HEI-A	$293,846	2,274	+8.6%	Shares	Sole	2023-11-14
2023-06-30 HEI-A	$294,416	2,094	+27.4%	Shares	Sole	2023-08-09
2023-03-31 HEI-A	$223,283	1,643	—	Shares	Sole	2023-05-15
2022-06-30	$511,892	3,904	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.