Cape Investment Advisory’s HEICO Corp Class A HEI.A Stock Holding History

Cape Investment Advisory’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	$774	Buy	+3	New	+$685	﹤0.01%	1367

Other funds holding HEI.A

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Hingham Institution for Savings Hingham, Massachusetts $134M AUM

Cape Investment Advisory's HEI.A Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 3 shares worth $774. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings.

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

Cape Investment Advisory held 3 shares of HEICO Corp Class A worth $774 as of Q2 2026.
HEICO Corp Class A was a new Cape Investment Advisory position in Q2 2026.
HEICO Corp Class A made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1367 holding.
127 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.