Position in HEI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,129
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#896
of 912 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Downshift Financial, LLC holds $631,095 across 17 Aerospace & Defense names. HEI ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,134 | $215,153 | |
| 2 | GE |
General Electric Co
|
223 | $83,341 | |
| 3 | LMT |
Lockheed Martin Corp
|
160 | $81,513 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
360 | $79,588 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
440 | $75,178 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
65 | $36,439 | |
| 7 | BA |
Boeing Co
|
109 | $23,595 | |
| 8 | GD |
General Dynamics Corp
|
35 | $12,398 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $773 | 3 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $356 | 1 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||