Position in HEI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$417,814
+$83,448 QoQ
Shares Held
1,620
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#606
of 916 holders
Holding Since
Dec 2020
14 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, 2026Legacy Capital Wealth Partners, LLC holds $3,116,236 across 8 Aerospace & Defense names. HEI ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,691 | $700,293 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,151 | $586,388 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
1,530 | $444,602 | |
| 4 | HEI |
Heico Corp
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|
1,620 | $417,814 | |
| 5 | GD |
General Dynamics Corp
|
937 | $331,922 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,918 | $327,709 | |
| 7 | GE |
General Electric Co
|
643 | $240,308 | |
| 8 | MNTS |
Momentus Inc.
|
10,000 | $67,200 |
All Filings in HEI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $417,814 | 1,620 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 HEI-A | $334,366 | 1,584 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 HEI-A | $409,189 | 1,621 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 HEI-A | $412,642 | 1,624 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 HEI-A | $425,902 | 1,646 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 HEI-A | $346,412 | 1,642 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 HEI-A | $334,571 | 1,798 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 HEI-A | $372,880 | 1,830 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 HEI-A | $363,383 | 2,047 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 HEI-A | $349,120 | 2,451 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 HEI-A | $350,573 | 2,713 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 HEI-A | $363,940 | 2,678 | Shares | Sole | 2023-05-10 | |
| 2021-03-31 HEI-A | $302,516 | 2,663 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 HEI-A | $383,488 | 3,276 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||