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Larry Mathis Financial Planning, LLC

Position in HEI — Heico Corp

CIK 2118274 PHOENIX, AZ

Position in HEI

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$294,892
+$57,861 QoQ
Shares Held
1,397
+48.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
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, 2026

Larry Mathis Financial Planning, LLC holds $573,382 across 2 Aerospace & Defense names.

# Ticker Company Shares Value (USD) Open

All Filings in HEI

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 HEI-A $294,892 1,397
2025-12-31 HEI-A $237,031 939