Position in HEI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$218,344
New position
Shares Held
613
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#718
of 912 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wedmont Private Capital holds $26,627,060 across 19 Aerospace & Defense names. HEI ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
19,322 | $7,221,211 | |
| 2 | RTX |
RTX Corp
|
21,855 | $4,146,549 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
9,624 | $2,587,508 | |
| 4 | BA |
Boeing Co
|
11,599 | $2,510,835 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
4,147 | $2,112,108 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,759 | $1,405,600 | |
| 7 | GD |
General Dynamics Corp
|
3,508 | $1,242,673 | |
| 8 | TDG |
TransDigm Group INC
|
871 | $1,160,206 |
All Filings in HEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,344 | 613 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||