Position in HEI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,110
+$971 QoQ
Shares Held
10
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
3 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, 2026Raleigh Capital Management Inc. holds $2,460,435 across 10 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,822 | $680,936 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
1,999 | $580,889 | |
| 3 | GD |
General Dynamics Corp
|
1,348 | $477,515 | |
| 4 | LMT |
Lockheed Martin Corp
|
604 | $307,713 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,094 | $294,132 | |
| 6 | RTX |
RTX Corp
|
567 | $107,576 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
18 | $9,167 | |
| 8 | BA |
Boeing Co
|
9 | $1,948 |
All Filings in HEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $2,110 | 10 | Shares | Sole | 2026-04-28 | |
| 2023-12-31 HEI-A | $1,139 | 8 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 HEI-A | $1,033 | 8 | Shares | Sole | 2023-12-08 | |
| No filing history on record for this holder in this stock. | ||||||