Baron Wealth Management LLC

Position in HEI — Heico Corp

CIK 1968507 TROY, MI

Position in HEI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$752,629

+$172,148 QoQ

Shares Held

2,113

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#525

of 911 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Baron Wealth Management LLC holds $3,076,251 across 6 Aerospace & Defense names. HEI ranks #1 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp This page	2,113	$752,629
2	RTX	RTX Corp	3,394	$643,943
3	GE	General Electric Co	1,548	$578,534
4	LHX	L3harris Technologies, Inc. /De/	1,587	$461,166
5	GD	General Dynamics Corp	956	$338,653
6	BA	Boeing Co	1,392	$301,326

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,629	2,113	-0.2%	Shares	Sole	2026-07-07
2026-03-31	$580,481	2,117	-16.5%	Shares	Sole	2026-04-16
2025-12-31	$820,300	2,535	-0.2%	Shares	Sole	2026-01-14
2025-09-30	$819,639	2,539	-27.5%	Shares	Sole	2025-10-20
2025-06-30	$1,148,328	3,501	-6.8%	Shares	Sole	2025-07-09
2025-03-31	$1,004,100	3,758	-0.6%	Shares	Sole	2025-05-14
2024-12-31	$898,419	3,779	0.0%	Shares	Sole	2025-01-23
2024-09-30	$988,132	3,779	-0.1%	Shares	Sole	2024-11-07
2024-06-30	$845,916	3,783	-0.6%	Shares	Sole	2024-08-13
2024-03-31	$726,755	3,805	0.0%	Shares	Sole	2024-05-08
2023-12-31	$680,600	3,805	-0.0%	Shares	Sole	2024-01-04
2023-09-30	$616,305	3,806	+1.4%	Shares	Sole	2023-11-01
2023-06-30	$664,055	3,753	+0.4%	Shares	Sole	2023-08-08
2023-03-31	$639,176	3,737	0.0%	Shares	Sole	2023-06-06
2022-12-31	$574,152	3,737	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.