Cross Staff Investments’s HEICO Corp HEI Stock Holding History

Cross Staff Investments’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 Q2	$356K	Hold	1,000	–	–	0.2%	102
2026 Q1	$274K	Hold	1,000	–	–	0.14%	113
2025 Q4	$324K	Hold	1,000	–	–	0.18%	101
2025 Q3	$323K	Hold	1,000	–	–	0.23%	100
2025 Q2	$328K	Hold	1,000	–	–	0.24%	98
2025 Q1	$267K	Hold	1,000	–	–	0.2%	104
2024 Q4	$238K	Hold	1,000	–	–	0.17%	110
2024 Q3	$261K	Hold	1,000	–	–	0.2%	107
2024 Q2	$224K	Buy	+1,000	New	+$211K	0.19%	109

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cross Staff Investments's HEI Position: Q2 2026 in Review

Cross Staff Investments held its HEICO Corp (HEI) position steady in Q2 2026 at 1,000 shares worth $356K. The position accounts for 0.2% of the portfolio, ranked #102.

Cross Staff Investments first reported a position in HEI in Q2 2024 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Cross Staff Investments held 1,000 shares of HEICO Corp worth $356K as of Q2 2026.
Cross Staff Investments left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up 0.2% of Cross Staff Investments's portfolio in Q2 2026, its #102 holding.
Cross Staff Investments first reported a position in HEICO Corp in Q2 2024 and has held it in 9 quarters since.
265 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.