Asset One Wealth Management LLC

Position in HEI — Heico Corp

CIK 2110759 BELLEVUE, WA

Position in HEI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$250,430

New position

Shares Held

971

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#700

of 912 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Asset One Wealth Management LLC holds $1,747,007 across 5 Aerospace & Defense names. HEI ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	2,207	$477,749
2	LMT	Lockheed Martin Corp	791	$402,982
3	RTX	RTX Corp	2,066	$391,982
4	HEI	Heico Corp This page	971	$250,430
5	GE	General Electric Co	599	$223,864

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 HEI-A	$250,430	971	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.