Position in HEI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,204
-$4,578 QoQ
Shares Held
9
-70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#875
of 912 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $2,718,124 across 47 Aerospace & Defense names. HEI ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
2,359 | $510,651 | |
| 2 | GE |
General Electric Co
|
1,239 | $463,050 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
1,267 | $340,644 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
1,675 | $286,190 | |
| 5 | RTX |
RTX Corp
|
1,461 | $277,194 | |
| 6 | GD |
General Dynamics Corp
|
588 | $208,292 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
439 | $127,568 | |
| 8 | CW |
Curtiss Wright Corp
|
117 | $88,657 |
All Filings in HEI
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,204 | 9 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 HEI-A | $1,477 | 7 | Shares | Defined | 2026-04-23 | |
| 2026-03-31 | $6,305 | 23 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 HEI-A | $1,261 | 5 | Shares | Sole | 2026-01-21 | |
| 2025-12-31 | $50,803 | 157 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 HEI-A | $508 | 2 | Shares | Defined | 2025-10-21 | |
| 2025-09-30 | $49,390 | 153 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 HEI-A | $517 | 2 | Shares | Defined | 2025-07-15 | |
| 2025-06-30 | $656 | 2 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 HEI-A | $632 | 3 | Shares | Defined | 2025-04-15 | |
| 2025-03-31 | $1,068 | 4 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 HEI-A | $558 | 3 | Shares | Defined | 2025-01-21 | |
| 2024-12-31 | $950 | 4 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 HEI-A | $1,222 | 6 | Shares | Sole | 2024-10-16 | |
| 2024-09-30 | $1,307 | 5 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 HEI-A | $1,065 | 6 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $1,118 | 5 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 HEI-A | $922 | 6 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $955 | 5 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 HEI-A | $853 | 6 | Shares | Sole | 2024-01-16 | |
| 2023-12-31 | $894 | 5 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 HEI-A | $645 | 5 | Shares | Sole | 2023-10-17 | |
| 2023-09-30 | $647 | 4 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 HEI-A | $702 | 5 | Shares | Sole | 2023-07-13 | |
| 2023-06-30 | $707 | 4 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 HEI-A | $814 | 6 | Shares | Sole | 2023-04-20 | |
| 2023-03-31 | $855 | 5 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 HEI-A | $838 | 7 | Shares | Defined | 2023-01-23 | |
| 2022-12-31 | $768 | 5 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 HEI-A | $343 | 3 | Shares | Defined | 2022-10-13 | |
| 2022-09-30 | $431 | 3 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 HEI-A | $126 | 1 | Shares | Sole | 2022-05-05 | |
| 2022-03-31 | $153 | 1 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||