Position in HEI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$569,465
New position
Shares Held
2,208
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#565
of 912 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Pitcairn Wealth Advisors LLC holds $7,071,691 across 9 Aerospace & Defense names. HEI ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVX |
V2X, Inc.
|
33,099 | $2,467,861 | |
| 2 | RTX |
RTX Corp
|
7,185 | $1,363,210 | |
| 3 | BA |
Boeing Co
|
4,301 | $931,037 | |
| 4 | HEI |
Heico Corp
This page
|
2,208 | $569,465 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
806 | $451,851 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,308 | $380,091 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,698 | $375,393 | |
| 8 | GE |
General Electric Co
|
729 | $272,449 |
All Filings in HEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $569,465 | 2,208 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||