Position in HEI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$317,249
-$5,693 QoQ
Shares Held
1,157
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Optimize Financial Inc holds $3,753,351 across 12 Aerospace & Defense names. HEI ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIR |
Aar Corp
|
3,237 | $354,322 | |
| 2 | WWD |
Woodward, Inc.
|
934 | $334,297 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
1,341 | $328,545 | |
| 4 | HXL |
Hexcel Corp /De/
|
3,965 | $320,887 | |
| 5 | HEI |
Heico Corp
This page
|
1,157 | $317,249 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
464 | $316,559 | |
| 7 | LMT |
Lockheed Martin Corp
|
522 | $315,491 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
818 | $310,758 |
All Filings in HEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,249 | 1,157 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $322,942 | 998 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $318,300 | 986 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||