Prime Capital Investment Advisors, LLC

Position in HEI — Heico Corp

CIK 1731446 OVERLAND PARK, KS

Position in HEI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$430,989

+$101,401 QoQ

Shares Held

1,210

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#603

of 916 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Prime Capital Investment Advisors, LLC holds $131,894,756 across 16 Aerospace & Defense names. HEI ranks #13 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	216,274	$41,033,666
2	GE	General Electric Co	55,771	$20,843,295
3	HWM	Howmet Aerospace Inc.	67,780	$18,223,330
4	RKLB	Rocket Lab Corp	166,688	$16,943,835
5	SPCX	Space Exploration Technologies Corp	56,107	$9,586,442
6	BA	Boeing Co	31,889	$6,903,011
7	LMT	Lockheed Martin Corp	10,437	$5,317,234
8	GD	General Dynamics Corp	9,637	$3,413,810

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$430,989	1,210	+0.7%	Shares	Sole	2026-08-05
2026-03-31	$329,588	1,202	-0.1%	Shares	Sole	2026-05-08
2025-12-31	$389,278	1,203	+0.6%	Shares	Sole	2026-01-21
2025-09-30	$386,092	1,196	0.0%	Shares	Sole	2025-11-05
2025-06-30	$392,288	1,196	-1.5%	Shares	Sole	2025-07-23
2025-03-31	$324,368	1,214	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$290,042	1,220	+0.2%	Shares	Sole	2025-02-12
2024-09-30	$318,482	1,218	-0.1%	Shares	Sole	2024-11-05
2024-06-30	$272,580	1,219	+1.2%	Shares	Sole	2024-08-09
2024-03-31	$229,964	1,204	+0.7%	Shares	Sole	2024-05-15
2023-12-31	$213,928	1,196	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.