Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,500
+$26,160 QoQ
Shares Held
259
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#759
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, 2026Basecamp Wealth Advisors LLC holds $4,400,702 across 33 Aerospace & Defense names. HEI ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
7,119 | $1,350,687 | |
| 2 | GE |
General Electric Co
|
2,812 | $1,050,928 | |
| 3 | BA |
Boeing Co
|
1,889 | $408,911 | |
| 4 | ESLT |
Elbit Systems Ltd
|
532 | $403,639 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
373 | $189,972 | |
| 6 | GD |
General Dynamics Corp
|
438 | $155,157 | |
| 7 | LMT |
Lockheed Martin Corp
|
272 | $138,573 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
471 | $136,867 |
All Filings in HEI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $7,221 | 28 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $82,279 | 231 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,340 | 231 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $77,338 | 239 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||