Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,442,820
+$330,466 QoQ
Shares Held
4,932
+2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#440
of 912 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $62,012,395 across 23 Aerospace & Defense names. HEI ranks #12 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
46,478 | $17,370,222 | |
| 2 | RTX |
RTX Corp
|
43,397 | $8,233,712 | |
| 3 | TDG |
TransDigm Group INC
|
4,832 | $6,436,416 | |
| 4 | BA |
Boeing Co
|
16,355 | $3,540,366 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
11,732 | $3,154,265 | |
| 6 | LMT |
Lockheed Martin Corp
|
5,954 | $3,033,324 | |
| 7 | ESLT |
Elbit Systems Ltd
|
3,518 | $2,669,176 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
4,872 | $2,481,357 |
All Filings in HEI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $823,763 | 3,194 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $619,057 | 1,738 | Shares | Other | 2026-08-14 | |
| 2026-03-31 HEI-A | $680,764 | 3,225 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $431,590 | 1,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 HEI-A | $786,571 | 3,116 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $552,044 | 1,706 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||