Position in HEI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$622,976
+$141,481 QoQ
Shares Held
1,749
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#29
of 73 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MBL Wealth, LLC holds $6,426,105 across 9 Aerospace & Defense names. HEI ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,424 | $2,167,474 | |
| 2 | GE |
General Electric Co
|
4,811 | $1,798,014 | |
| 3 | HEI |
Heico Corp
This page
|
1,749 | $622,976 | |
| 4 | GD |
General Dynamics Corp
|
1,617 | $572,806 | |
| 5 | LMT |
Lockheed Martin Corp
|
936 | $476,854 | |
| 6 | BA |
Boeing Co
|
1,286 | $278,380 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
806 | $234,215 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,033 | $228,086 |
All Filings in HEI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,976 | 1,749 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $481,495 | 1,756 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $587,963 | 1,817 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $572,037 | 1,772 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||