Position in HEI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$397,482
-$88,193 QoQ
Shares Held
1,883
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Moody Aldrich Partners LLC holds $16,792,064 across 8 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSEC |
Vse Corp
|
28,825 | $6,586,512 | |
| 2 | LOAR |
Loar Holdings Inc.
|
65,974 | $5,318,164 | |
| 3 | KRMN |
Karman Holdings Inc.
|
41,559 | $2,074,625 | |
| 4 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
32,912 | $1,640,992 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,335 | $358,928 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
1,733 | $337,328 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
997 | $269,718 | |
| 8 | DRS |
Leonardo DRS, Inc.
|
4,823 | $205,797 |
All Filings in HEI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $397,482 | 1,883 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 HEI-A | $485,675 | 1,924 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 HEI-A | $490,139 | 1,929 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 HEI-A | $501,198 | 1,937 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 HEI-A | $415,610 | 1,970 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 HEI-A | $510,045 | 2,741 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 HEI-A | $560,951 | 2,753 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 HEI-A | $489,067 | 2,755 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 HEI-A | $424,566 | 2,758 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 HEI-A | $395,128 | 2,774 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 HEI-A | $275,497 | 2,132 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 HEI-A | $306,367 | 2,179 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 HEI-A | $310,939 | 2,288 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 HEI-A | $274,816 | 2,293 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 HEI-A | $265,574 | 2,317 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 HEI-A | $244,586 | 2,321 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 HEI-A | $297,796 | 2,348 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 HEI-A | $227,480 | 1,770 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 HEI-A | $212,463 | 1,794 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 HEI-A | $223,027 | 1,796 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 HEI-A | $206,979 | 1,822 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||