Position in HEI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$492,462
-$72,849 QoQ
Shares Held
1,796
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Fortress Financial Solutions, LLC holds $492,462 across 1 Aerospace & Defense name. HEI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
This page
|
1,796 | $492,462 |
All Filings in HEI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,462 | 1,796 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $565,311 | 1,747 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $529,747 | 1,641 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $413,280 | 1,260 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $332,918 | 1,246 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $262,702 | 1,105 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||