Position in HEI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,128,053
+$364,955 QoQ
Shares Held
3,167
+13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#465
of 916 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Maridea Wealth Management LLC holds $5,015,034 across 9 Aerospace & Defense names. HEI ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
This page
|
3,167 | $1,128,053 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,603 | $816,664 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
2,633 | $707,908 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
3,176 | $542,651 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
729 | $408,684 | |
| 6 | GD |
General Dynamics Corp
|
1,134 | $401,708 | |
| 7 | RTX |
RTX Corp
|
2,063 | $391,412 | |
| 8 | GE |
General Electric Co
|
1,002 | $374,477 |
All Filings in HEI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,053 | 3,167 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $763,098 | 2,783 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $746,522 | 2,307 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $527,487 | 1,634 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $208,936 | 637 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||