Putney Financial Group LLC

Position in HEI — Heico Corp

CIK 2056907 SAN RAFAEL, CA

Position in HEI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$440,607

+$101,422 QoQ

Shares Held

1,237

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#597

of 911 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Putney Financial Group LLC holds $2,128,192 across 5 Aerospace & Defense names. HEI ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	1,545	$787,115
2	HEI	Heico Corp This page	1,237	$440,607
3	GD	General Dynamics Corp	1,023	$362,387
4	WWD	Woodward, Inc.	750	$319,080
5	NOC	Northrop Grumman Corp /De/	430	$219,003

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,607	1,237	0.0%	Shares	Sole	2026-07-21
2026-03-31	$339,185	1,237	0.0%	Shares	Sole	2026-04-10
2025-12-31	$400,280	1,237	0.0%	Shares	Sole	2026-01-23
2025-09-30	$399,328	1,237	0.0%	Shares	Sole	2025-11-07
2025-06-30	$405,736	1,237	0.0%	Shares	Sole	2025-08-27
2025-03-31	$330,514	1,237	0.0%	Shares	Sole	2025-04-22
2024-12-31	$294,084	1,237	—	Shares	Sole	2025-02-21
No filing history on record for this holder in this stock.