Position in HEI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$11,242
-$2,025 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Meramec Financial Planners, LLC holds $1,125,546 across 10 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
2,286 | $433,722 | |
| 2 | GD |
General Dynamics Corp
|
700 | $247,968 | |
| 3 | BA |
Boeing Co
|
909 | $196,771 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
541 | $119,452 | |
| 5 | GE |
General Electric Co
|
123 | $45,968 | |
| 6 | LMT |
Lockheed Martin Corp
|
87 | $44,323 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
103 | $17,598 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
88 | $17,129 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,242 | 41 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,267 | 41 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||