Position in HEI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$969,022
-$181,015 QoQ
Shares Held
3,534
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026NVWM, LLC holds $7,039,298 across 17 Aerospace & Defense names. HEI ranks #5 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
2,898 | $1,751,521 | |
| 2 | BA |
Boeing Co
|
7,875 | $1,567,360 | |
| 3 | GE |
General Electric Co
|
3,984 | $1,130,539 | |
| 4 | TDG |
TransDigm Group INC
|
844 | $978,161 | |
| 5 | HEI |
Heico Corp
This page
|
3,534 | $969,022 | |
| 6 | AVAV |
AeroVironment Inc
|
2,822 | $516,566 | |
| 7 | GD |
General Dynamics Corp
|
164 | $56,288 | |
| 8 | RTX |
RTX Corp
|
251 | $48,417 |
All Filings in HEI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $969,022 | 3,534 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,150,037 | 3,554 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,162,151 | 3,600 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,189,328 | 3,626 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||