Position in HEI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,068,751
-$460,538 QoQ
Shares Held
5,808
-43.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
13.28%
of 13F equity value
Holder Rank
#389
of 911 holders
Holding Since
Dec 2025
3 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, 2026Oath Planning, LLC holds $2,068,751 across 1 Aerospace & Defense name. HEI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
This page
|
5,808 | $2,068,751 |
All Filings in HEI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068,751 | 5,808 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 HEI-A | $888,477 | 4,209 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $1,640,812 | 5,984 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 HEI-A | $1,062,477 | 4,209 | Shares | Sole | 2026-02-12 | |
| 2025-12-31 | $2,117,249 | 6,543 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||