BAKER TILLY WEALTH MANAGEMENT, LLC

Position in HEI — Heico Corp

CIK 1840565 MADISON, WI

Position in HEI

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$711,584

-$193,882 QoQ

Shares Held

3,371

-6.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,854,275 across 5 Aerospace & Defense names.

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	12,123	$2,624,265
2	GE	General Electric Co	3,211	$1,200,047
3	RTX	RTX Corp	5,003	$949,219
4	TDG	TransDigm Group INC	600	$799,224
5	HONA	Honeywell Aerospace Inc.	1,275	$281,520

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 HEI-A	$711,584	3,371	-6.0%	Shares	Sole	2026-04-10
2025-12-31 HEI-A	$905,466	3,587	-9.4%	Shares	Sole	2026-01-08
2025-09-30 HEI-A	$1,005,942	3,959	-5.3%	Shares	Sole	2025-10-09
2025-06-30 HEI-A	$1,081,833	4,181	-9.2%	Shares	Sole	2025-07-10
2025-03-31 HEI-A	$971,938	4,607	+7.1%	Shares	Sole	2025-04-09
2024-12-31 HEI-A	$800,702	4,303	+0.6%	Shares	Sole	2025-01-10
2024-09-30 HEI-A	$871,481	4,277	+18.1%	Shares	Sole	2024-10-24
2024-06-30 HEI-A	$642,799	3,621	-11.3%	Shares	Sole	2024-07-18
2024-03-31 HEI-A	$628,383	4,082	+10.4%	Shares	Sole	2024-05-09
2023-12-31 HEI-A	$526,885	3,699	-16.7%	Shares	Sole	2024-01-10
2023-09-30 HEI-A	$573,866	4,441	-63.5%	Shares	Sole	2023-10-10
2023-06-30 HEI-A	$1,710,258	12,164	-20.4%	Shares	Sole	2023-07-20
2023-03-31 HEI-A	$2,076,416	15,279	-4.0%	Shares	Sole	2023-04-12
2022-12-31 HEI-A	$1,908,012	15,920	+26.4%	Shares	Sole	2023-01-26
2022-09-30 HEI-A	$1,443,982	12,598	-4.0%	Shares	Sole	2022-10-20
2022-06-30 HEI-A	$1,382,269	13,117	+9.1%	Shares	Sole	2022-07-28
2022-03-31 HEI-A	$1,524,877	12,023	+3.0%	Shares	Sole	2022-04-27
2021-12-31 HEI-A	$1,500,085	11,672	+15.8%	Shares	Sole	2022-02-08
2021-09-30 HEI-A	$1,193,300	10,076	+14.9%	Shares	Sole	2021-11-02
2021-06-30 HEI-A	$1,089,431	8,773	+11.1%	Shares	Sole	2021-07-30
2021-03-31 HEI-A	$896,758	7,894	+51.5%	Shares	Sole	2021-04-28
2020-12-31 HEI-A	$609,765	5,209	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.