Position in HEI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$202,633
-$113,514 QoQ
Shares Held
739
-24.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026CERTUITY, LLC holds $86,645,300 across 15 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
186,037 | $69,527,608 | |
| 2 | BA |
Boeing Co
|
44,320 | $9,593,950 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
4,328 | $1,163,626 | |
| 4 | RTX |
RTX Corp
|
5,966 | $1,131,929 | |
| 5 | GD |
General Dynamics Corp
|
3,081 | $1,091,413 | |
| 6 | CW |
Curtiss Wright Corp
|
966 | $731,996 | |
| 7 | RKLB |
Rocket Lab Corp
|
6,305 | $640,903 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
1,828 | $531,198 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,633 | 739 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $316,147 | 977 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||