Position in HEI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$730,371
-$46,356 QoQ
Shares Held
3,460
+12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $16,303,931 across 10 Aerospace & Defense names. HEI ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
28,171 | $5,606,874 | |
| 2 | RTX |
RTX Corp
|
17,031 | $3,285,279 | |
| 3 | CW |
Curtiss Wright Corp
|
2,565 | $1,747,072 | |
| 4 | MOG-A |
Moog Inc.
|
4,733 | $1,385,065 | |
| 5 | GE |
General Electric Co
|
2,965 | $841,378 | |
| 6 | GD |
General Dynamics Corp
|
2,402 | $824,414 | |
| 7 | AVAV |
AeroVironment Inc
|
4,238 | $775,765 | |
| 8 | HEI |
Heico Corp
This page
|
3,460 | $730,371 |
All Filings in HEI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $730,371 | 3,460 | Shares | Other | 2026-05-13 | |
| 2025-12-31 HEI-A | $776,727 | 3,077 | Shares | Other | 2026-01-23 | |
| 2025-09-30 HEI-A | $1,307,801 | 5,147 | Shares | Other | 2025-10-30 | |
| 2025-06-30 HEI-A | $1,749,667 | 6,762 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 HEI-A | $1,238,393 | 5,870 | Shares | Other | 2025-11-04 | |
| 2024-12-31 HEI-A | $899,696 | 4,835 | Shares | Other | 2025-11-04 | |
| 2024-09-30 HEI-A | $816,262 | 4,006 | Shares | Other | 2025-11-04 | |
| 2024-06-30 HEI-A | $608,893 | 3,430 | Shares | Other | 2025-11-04 | |
| 2024-03-31 HEI-A | $348,058 | 2,261 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||