Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,984
New position
Shares Held
33
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#837
of 911 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, 2026Synergy Investment Management, LLC holds $1,405,950 across 19 Aerospace & Defense names. HEI ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
1,078 | $289,831 | |
| 2 | AXON |
Axon Enterprise, Inc.
|
406 | $227,607 | |
| 3 | GE |
General Electric Co
|
581 | $217,136 | |
| 4 | GD |
General Dynamics Corp
|
488 | $172,868 | |
| 5 | BA |
Boeing Co
|
732 | $158,454 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
555 | $94,827 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
149 | $75,885 | |
| 8 | LMT |
Lockheed Martin Corp
|
111 | $56,549 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $4,642 | 18 | Shares | Other | 2026-08-14 | |
| 2026-06-30 | $5,342 | 15 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||