City Center Advisors LLC’s HEICO Corp HEI Stock Holding History

City Center Advisors LLC’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	$273K	Buy	+902	New	+$307K	0.21%	142

Other funds holding HEI

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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

MCP

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

City Center Advisors LLC's HEI Position: Q3 2026 in Review

City Center Advisors LLC opened a new position in HEICO Corp (HEI) in Q3 2026: 902 shares worth $273K. The stake represents 0.21% of the portfolio and ranks #142 among its holdings.

62 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

City Center Advisors LLC held 902 shares of HEICO Corp worth $273K as of Q3 2026.
HEICO Corp was a new City Center Advisors LLC position in Q3 2026.
HEICO Corp made up 0.21% of City Center Advisors LLC's portfolio in Q3 2026, its #142 holding.
62 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.