Position in HEI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,533
-$496 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
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, 2026Advocate Investing Services LLC holds $357,533 across 10 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
421 | $157,340 | |
| 2 | BA |
Boeing Co
|
400 | $86,588 | |
| 3 | GD |
General Dynamics Corp
|
130 | $46,051 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
50 | $28,030 | |
| 5 | RTX |
RTX Corp
|
60 | $11,383 | |
| 6 | RKLB |
Rocket Lab Corp
|
105 | $10,673 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
50 | $8,543 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
100 | $4,986 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $2,533 | 12 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 HEI-A | $3,029 | 12 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||