CoreCap Advisors’s HEICO Corp HEI Stock Holding History

CoreCap Advisors’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	$64.3K	Buy	212 +200	+1,667%	+$68K	﹤0.01%	1281
2026 Q2	$4.27K	Buy	12 +6	+100%	+$1.82K	﹤0.01%	2321
2026 Q1	$1.64K	Sell	6 -85	-93%	-$27.4K	﹤0.01%	2451
2025 Q4	$29.4K	Sell	91 -1,675	-95%	-$529K	﹤0.01%	1528
2025 Q3	$570K	Sell	1,766 -240	-12%	-$76.4K	0.02%	500
2025 Q2	$658K	Buy	2,006 +1,977	+6,817%	+$547K	0.03%	440
2025 Q1	$7.75K	Buy	29 +2	+7%	+$487	﹤0.01%	1927
2024 Q4	$6.42K	Buy	27 +6	+29%	+$1.55K	﹤0.01%	1919
2024 Q3	$5.49K	Buy	+21	New	+$5.08K	﹤0.01%	1949

Other funds holding HEI

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $435M AUM 26.26% 1-Year Est. Return

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors's HEI Position: Q3 2026 in Review

CoreCap Advisors increased its HEICO Corp (HEI) stake by 1,667% in Q3 2026, buying an estimated $68K and bringing the position to 212 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

CoreCap Advisors first reported a position in HEI in Q3 2024 and has held it in 9 quarters since. The position peaked at $658K in Q2 2025. 152 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

CoreCap Advisors held 212 shares of HEICO Corp worth $64.3K as of Q3 2026.
CoreCap Advisors bought 200 HEICO Corp shares in Q3 2026, an estimated $68K.
HEICO Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1281 holding.
CoreCap Advisors first reported a position in HEICO Corp in Q3 2024 and has held it in 9 quarters since.
CoreCap Advisors's HEICO Corp position peaked at $658K in Q2 2025.
152 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

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