Cardinal Point Capital Management ULC

Position in HEI — Heico Corp

CIK 1950841 TORONTO, A6

Position in HEI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$375,780

+$86,499 QoQ

Shares Held

1,055

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#629

of 912 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cardinal Point Capital Management ULC holds $3,436,036 across 5 Aerospace & Defense names. HEI ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAE	Cae Inc	77,661	$1,946,184
2	TXT	Textron Inc	5,693	$522,218
3	BA	Boeing Co	1,770	$383,151
4	HEI	Heico Corp This page	1,055	$375,780
5	RTX	RTX Corp	1,100	$208,703

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,780	1,055	0.0%	Shares	Sole	2026-07-14
2026-03-31	$289,281	1,055	+46.5%	Shares	Sole	2026-04-20
2025-12-31	$232,984	720	0.0%	Shares	Sole	2026-02-05
2025-09-30	$232,430	720	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.