Position in HEI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,558,687
+$354,401 QoQ
Shares Held
4,376
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#427
of 912 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Verde Capital Management holds $1,759,041 across 2 Aerospace & Defense names. HEI ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
This page
|
4,376 | $1,558,687 | |
| 2 | RTX |
RTX Corp
|
1,056 | $200,354 |
All Filings in HEI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,687 | 4,376 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,204,286 | 4,392 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||