Position in HEI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,553,969
+$533,983 QoQ
Shares Held
5,696
+17.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#428
of 912 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Plato Investment Management Ltd holds $42,447,180 across 16 Aerospace & Defense names. HEI ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
32,722 | $12,229,193 | |
| 2 | RTX |
RTX Corp
|
63,446 | $12,037,609 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
19,242 | $5,173,404 | |
| 4 | GD |
General Dynamics Corp
|
6,647 | $2,354,633 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
7,585 | $2,204,125 | |
| 6 | TXT |
Textron Inc
|
18,505 | $1,697,463 | |
| 7 | HEI |
Heico Corp
This page
|
5,696 | $1,553,969 | |
| 8 | TDG |
TransDigm Group INC
|
1,163 | $1,549,162 |
All Filings in HEI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $1,246,221 | 4,832 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $307,748 | 864 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 HEI-A | $1,019,986 | 4,832 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 HEI-A | $1,219,741 | 4,832 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 HEI-A | $1,227,762 | 4,832 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 HEI-A | $795,656 | 3,075 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 HEI-A | $648,732 | 3,075 | Shares | Sole | 2025-05-20 | |
| 2024-03-31 | $1,337 | 7 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,252 | 7 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||