James T. Borello
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James T. Borello’s HEICO Corp HEI Stock Holding History

James T. Borello’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 		$6.37K Hold
21
– – ﹤0.01% 721
2026
Q2 		$7.48K Sell
21
-8
-28% -$2.43K ﹤0.01% 674
2026
Q1 		$7.95K Buy
29
+20
+222% +$6.44K ﹤0.01% 628
2025
Q4 		$2.91K Buy
9
+1
+13% +$316 ﹤0.01% 704
2025
Q3 		$2.58K Buy
+8
New +$2.55K ﹤0.01% 684

Other funds holding HEI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

James T. Borello's HEI Position: Q3 2026 in Review

James T. Borello held its HEICO Corp (HEI) position steady in Q3 2026 at 21 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

James T. Borello first reported a position in HEI in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.95K in Q1 2026. 241 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • James T. Borello held 21 shares of HEICO Corp worth $6.37K as of Q3 2026.
  • James T. Borello left its HEICO Corp share count unchanged in Q3 2026.
  • HEICO Corp made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #721 holding.
  • James T. Borello first reported a position in HEICO Corp in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's HEICO Corp position peaked at $7.95K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.