Mutual Advisors, LLC

Position in HEI — Heico Corp

CIK 1694080 OMAHA, NE

Position in HEI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$375,068

+$64,674 QoQ

Shares Held

1,053

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#631

of 912 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Mutual Advisors, LLC holds $41,412,429 across 16 Aerospace & Defense names. HEI ranks #14 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	40,314	$7,648,775
2	BA	Boeing Co	32,245	$6,980,075
3	LMT	Lockheed Martin Corp	12,854	$6,548,598
4	GE	General Electric Co	12,577	$4,700,402
5	RKLB	Rocket Lab Corp	42,188	$4,288,410
6	GD	General Dynamics Corp	8,901	$3,153,090
7	SPCX	Space Exploration Technologies Corp	10,856	$1,854,856
8	NOC	Northrop Grumman Corp /De/	3,013	$1,534,551

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,068	1,053	-7.0%	Shares	Sole	2026-08-14
2026-03-31	$310,394	1,132	-4.1%	Shares	Sole	2026-05-04
2025-12-31	$382,159	1,181	+3.8%	Shares	Sole	2026-02-02
2025-09-30	$367,369	1,138	0.0%	Shares	Sole	2025-11-04
2025-06-30	$373,264	1,138	-7.5%	Shares	Sole	2025-07-28
2025-03-31	$328,643	1,230	+8.9%	Shares	Sole	2025-04-28
2024-12-31	$268,408	1,129	-5.1%	Shares	Sole	2025-01-17
2024-09-30	$311,161	1,190	-24.4%	Shares	Sole	2024-10-25
2024-06-30	$352,185	1,575	-0.1%	Shares	Sole	2024-07-30
2024-03-31	$301,207	1,577	+0.6%	Shares	Sole	2024-05-02
2023-12-31	$280,468	1,568	-0.2%	Shares	Sole	2024-01-12
2023-09-30	$254,392	1,571	-2.7%	Shares	Sole	2023-11-13
2023-06-30	$285,581	1,614	-5.8%	Shares	Sole	2023-07-31
2023-03-31	$293,162	1,714	-2.9%	Shares	Sole	2023-04-11
2022-12-31	$271,174	1,765	-5.6%	Shares	Sole	2023-01-12
2022-09-30	$269,098	1,869	+38.5%	Shares	Sole	2022-11-03
2022-03-31	$207,125	1,349	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.