Position in HEI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,247
+$3,279 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#825
of 912 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Triumph Capital Management holds $3,716,210 across 31 Aerospace & Defense names. HEI ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
9,949 | $1,699,886 | |
| 2 | BA |
Boeing Co
|
3,016 | $652,873 | |
| 3 | GE |
General Electric Co
|
1,141 | $426,425 | |
| 4 | GD |
General Dynamics Corp
|
566 | $200,499 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
339 | $190,046 | |
| 6 | RKLB |
Rocket Lab Corp
|
1,005 | $102,158 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
377 | $101,360 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
165 | $84,036 |
All Filings in HEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,247 | 40 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,968 | 40 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $970 | 3 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||