Burkett Financial Services’s HEICO Corp Class A HEI.A Stock Holding History

Burkett Financial Services’s Portfolio HEI.A Stock Details HEI.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5K	Buy	+99	New	+$22.6K	0.01%	135

Other funds holding HEI.A

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Burkett Financial Services's HEI.A Position: Q2 2026 in Review

Burkett Financial Services opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 99 shares worth $25.5K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings.

261 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.

Burkett Financial Services held 99 shares of HEICO Corp Class A worth $25.5K as of Q2 2026.
HEICO Corp Class A was a new Burkett Financial Services position in Q2 2026.
HEICO Corp Class A made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #135 holding.
261 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.