Bright Rock Capital Management’s HEICO Corp HEI Stock Holding History

Bright Rock Capital Management’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.12M	Hold	7,000	–	–	0.4%	54
2026 Q2	$2.49M	Hold	7,000	–	–	0.5%	53
2026 Q1	$1.92M	Hold	7,000	–	–	0.38%	62
2025 Q4	$2.27M	Hold	7,000	–	–	0.45%	59
2025 Q3	$2.26M	Hold	7,000	–	–	0.44%	62
2025 Q2	$2.3M	Hold	7,000	–	–	0.46%	60
2025 Q1	$1.87M	Hold	7,000	–	–	0.39%	64
2024 Q4	$1.66M	Hold	7,000	–	–	0.35%	66
2024 Q3	$1.83M	Buy	+7,000	New	+$1.69M	0.37%	62

Other funds holding HEI

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Bright Rock Capital Management's HEI Position: Q3 2026 in Review

Bright Rock Capital Management held its HEICO Corp (HEI) position steady in Q3 2026 at 7,000 shares worth $2.12M. The position accounts for 0.4% of the portfolio, ranked #54.

Bright Rock Capital Management first reported a position in HEI in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.49M in Q2 2026. 32 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

Bright Rock Capital Management held 7,000 shares of HEICO Corp worth $2.12M as of Q3 2026.
Bright Rock Capital Management left its HEICO Corp share count unchanged in Q3 2026.
HEICO Corp made up 0.4% of Bright Rock Capital Management's portfolio in Q3 2026, its #54 holding.
Bright Rock Capital Management first reported a position in HEICO Corp in Q3 2024 and has held it in 9 quarters since.
Bright Rock Capital Management's HEICO Corp position peaked at $2.49M in Q2 2026.
32 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Bright Rock Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.