MinichMacGregor Wealth Management, LLC

Position in HEI — Heico Corp

CIK 1744318 Saratoga Springs, NY

Position in HEI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,146,065

-$1,893,219 QoQ

Shares Held

22,870

-37.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

3.52%

of 13F equity value

Holder Rank

#249

of 916 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MinichMacGregor Wealth Management, LLC holds $15,921,513 across 8 Aerospace & Defense names. HEI ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp This page	22,870	$8,146,065
2	GE	General Electric Co	9,462	$3,536,233
3	LMT	Lockheed Martin Corp	5,642	$2,874,373
4	RKLB	Rocket Lab Corp	3,102	$315,318
5	CW	Curtiss Wright Corp	380	$287,948
6	AXON	Axon Enterprise, Inc.	500	$280,305
7	BWXT	BWX Technologies, Inc.	1,412	$274,845
8	RTX	RTX Corp	1,088	$206,426

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,146,065	22,870	-37.5%	Shares	Sole	2026-07-16
2026-03-31	$10,039,284	36,613	+14.6%	Shares	Sole	2026-04-20
2025-12-31	$10,339,024	31,951	+21.2%	Shares	Sole	2026-02-17
2025-09-30	$8,511,149	26,365	+4.7%	Shares	Sole	2025-10-28
2025-06-30	$8,262,648	25,191	-34.5%	Shares	Sole	2025-07-16
2025-03-31	$10,280,135	38,475	+10.7%	Shares	Sole	2025-04-22
2024-12-31	$8,264,793	34,764	+5.3%	Shares	Sole	2025-01-17
2024-09-30	$8,633,546	33,018	-4.3%	Shares	Sole	2024-10-30
2024-06-30	$7,716,110	34,507	-2.8%	Shares	Sole	2024-07-25
2024-03-31	$6,782,028	35,508	—	Shares	Sole	2024-04-16
No filing history on record for this holder in this stock.