Position in HEI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,336,075
+$817,000 QoQ
Shares Held
9,366
+1.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#338
of 916 holders
Holding Since
Sep 2025
4 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, 2026CPC Advisors, LLC holds $8,701,949 across 4 Aerospace & Defense names. HEI ranks #1 (38.3% of the industry book) .
All Filings in HEI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,336,075 | 9,366 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,519,075 | 9,187 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $963,974 | 2,979 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,318,170 | 7,181 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||