Position in HEI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,387
+$754 QoQ
Shares Held
5
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#894
of 912 holders
Holding Since
Jun 2025
5 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, 2026DecisionPoint Financial, LLC holds $277,058 across 29 Aerospace & Defense names. HEI ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
399 | $86,371 | |
| 2 | RTX |
RTX Corp
|
251 | $47,622 | |
| 3 | GD |
General Dynamics Corp
|
132 | $46,759 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
151 | $25,799 | |
| 5 | RKLB |
Rocket Lab Corp
|
249 | $25,310 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
36 | $18,335 | |
| 7 | GE |
General Electric Co
|
15 | $5,605 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
25 | $5,527 |
All Filings in HEI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $1,031 | 4 | Shares | Sole | 2026-08-05 | |
| 2026-06-30 | $356 | 1 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 HEI-A | $633 | 3 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 HEI-A | $757 | 3 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 HEI-A | $762 | 3 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 HEI-A | $776 | 3 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||