Clark Asset Management, LLC

Position in HEI — Heico Corp

CIK 2062026 STRATHAM, NH

Position in HEI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$298,131

+$70,545 QoQ

Shares Held

837

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#672

of 916 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clark Asset Management, LLC holds $1,932,667 across 6 Aerospace & Defense names. HEI ranks #4 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	1,387	$518,363
2	BA	Boeing Co	1,695	$366,916
3	RTX	RTX Corp	1,593	$302,239
4	HEI	Heico Corp This page	837	$298,131
5	LMT	Lockheed Martin Corp	441	$224,671
6	HWM	Howmet Aerospace Inc.	827	$222,347

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,131	837	+0.8%	Shares	Sole	2026-07-07
2026-03-31	$227,586	830	0.0%	Shares	Sole	2026-04-16
2025-12-31	$268,579	830	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.