Montgomery Financial Services LLC

Position in HEI — Heico Corp

CIK 2149844 OCEAN CITY, MD

Position in HEI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$773

New position

Shares Held

3

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#901

of 912 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Montgomery Financial Services LLC holds $121,307 across 5 Aerospace & Defense names. HEI ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	210	$78,483
2	RTX	RTX Corp	106	$20,111
3	BA	Boeing Co	54	$11,689
4	SPCX	Space Exploration Technologies Corp	60	$10,251
5	HEI	Heico Corp This page	3	$773

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 HEI-A	$773	3	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.