Athena Wealth Management, LLC

Position in HEI — Heico Corp

CIK 2128243 RENO, NV

Position in HEI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$335,174

New position

Shares Held

941

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#653

of 911 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Athena Wealth Management, LLC holds $1,507,446 across 3 Aerospace & Defense names. HEI ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOC	Northrop Grumman Corp /De/	1,619	$824,572
2	SPCX	Space Exploration Technologies Corp	2,035	$347,700
3	HEI	Heico Corp This page	941	$335,174

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,174	941	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.