Position in HEI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$625,469
New position
Shares Held
1,756
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#551
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, 2026Advisory Advocates, LLC holds $1,222,222 across 2 Aerospace & Defense names. HEI ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
This page
|
1,756 | $625,469 | |
| 2 | TDG |
TransDigm Group INC
|
448 | $596,753 |
All Filings in HEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,469 | 1,756 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||