Azimuth Capital Investment Management LLC
Position in HEI — Heico Corp
CIK 1942364
BLOOMFIELD HILLS, MI
Position in HEI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,104,816
+$3,389,888 QoQ
Shares Held
45,463
-2.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#187
of 916 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $72,808,471 across 5 Aerospace & Defense names. HEI ranks #3 (22.1% of the industry book) .
All Filings in HEI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $232,634 | 902 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $15,872,182 | 44,561 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,714,928 | 46,371 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 HEI-A | $227,187 | 900 | Shares | Sole | 2026-02-12 | |
| 2025-12-31 | $26,284,892 | 81,229 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 HEI-A | $228,681 | 900 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $26,484,798 | 82,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 HEI-A | $232,875 | 900 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $27,476,888 | 83,771 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,286,050 | 83,409 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,966,569 | 100,810 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,172,056 | 100,092 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,043,473 | 98,580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,500,260 | 96,860 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,654,227 | 93,108 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,907,933 | 42,660 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||