Arkadios Wealth Advisors

Position in HEI — Heico Corp

CIK 1800798 ATLANTA, GA

Position in HEI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$808,514

+$406,388 QoQ

Shares Held

2,907

+52.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#516

of 916 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Arkadios Wealth Advisors holds $74,390,754 across 21 Aerospace & Defense names. HEI ranks #15 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	74,467	$14,128,623
2	GE	General Electric Co	29,835	$11,150,233
3	BA	Boeing Co	50,254	$10,878,482
4	LMT	Lockheed Martin Corp	20,135	$10,257,976
5	GD	General Dynamics Corp	13,269	$4,700,409
6	LHX	L3harris Technologies, Inc. /De/	14,353	$4,170,837
7	HONA	Honeywell Aerospace Inc.	16,391	$3,623,722
8	SPCX	Space Exploration Technologies Corp	15,812	$2,701,637

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 HEI-A	$595,513	2,309	+21.2%	Shares	Sole	2026-08-10
2026-06-30	$213,001	598	-3.9%	Shares	Sole	2026-08-10
2026-03-31 HEI-A	$402,126	1,905	+19.2%	Shares	Sole	2026-05-18
2025-12-31 HEI-A	$403,382	1,598	+22.4%	Shares	Sole	2026-02-13
2025-09-30 HEI-A	$331,840	1,306	—	Shares	Sole	2025-10-29
2025-09-30	$200,793	622	+261.6%	Shares	Sole	2025-10-29
2021-09-30	$22,681	172	+0.6%	Shares	Sole	2021-10-19
2021-06-30	$23,840	171	0.0%	Shares	Sole	2021-07-28
2021-03-31	$21,511	171	0.0%	Shares	Sole	2021-04-26
2020-12-31	$22,640	171	0.0%	Shares	Sole	2021-02-09
2020-09-30	$17,896	171	0.0%	Shares	Sole	2020-11-10
2020-06-30	$17,040	171	-0.6%	Shares	Sole	2020-08-10
2020-03-31	$12,832	172	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.