Position in HEI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$126,442
-$24,763 QoQ
Shares Held
599
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 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, 2026Crewe Advisors LLC holds $4,247,167 across 20 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,040 | $1,136,139 | |
| 2 | RTX |
RTX Corp
|
5,759 | $1,092,655 | |
| 3 | BA |
Boeing Co
|
3,175 | $687,292 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
1,961 | $335,056 | |
| 5 | LMT |
Lockheed Martin Corp
|
492 | $250,654 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
776 | $171,340 | |
| 7 | AVEX |
AEVEX Corp.
|
6,500 | $135,785 | |
| 8 | MOG-A |
Moog Inc.
|
249 | $105,536 |
All Filings in HEI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $126,442 | 599 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 HEI-A | $151,205 | 599 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 HEI-A | $152,199 | 599 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,603 | 6 | Shares | Sole | 2025-04-23 | |
| 2024-06-30 HEI-A | $30,178 | 170 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 HEI-A | $7,081 | 46 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $764 | 4 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $6,145 | 40 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 HEI-A | $5,501 | 48 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $5,327 | 37 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 HEI-A | $5,058 | 48 | Shares | Sole | 2022-08-02 | |
| 2022-06-30 | $4,851 | 37 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||