Position in HEI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$216,207
New position
Shares Held
607
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#723
of 912 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Brady Martz Wealth Solutions, LLC holds $4,816,894 across 7 Aerospace & Defense names. HEI ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,223 | $1,951,991 | |
| 2 | LMT |
Lockheed Martin Corp
|
2,148 | $1,094,320 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
2,047 | $550,356 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
2,814 | $480,800 | |
| 5 | GD |
General Dynamics Corp
|
756 | $267,805 | |
| 6 | AIR |
Aar Corp
|
1,787 | $255,415 | |
| 7 | HEI |
Heico Corp
This page
|
607 | $216,207 |
All Filings in HEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,207 | 607 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||