James T. Borello
HEI.A icon

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

James T. Borello’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
Q3 		$8.9K Buy
39
+26
+200% +$6.48K ﹤0.01% 634
2026
Q2 		$3.35K Sell
13
-7
-35% -$1.6K ﹤0.01% 866
2026
Q1 		$4.22K Sell
20
-13
-39% -$3.2K ﹤0.01% 800
2025
Q4 		$8.33K Buy
33
+28
+560% +$6.92K ﹤0.01% 464
2025
Q3 		$1.27K Buy
+5
New +$1.25K ﹤0.01% 783

Other funds holding HEI.A

Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Crown Oak Advisors
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return
Vantage Investment Partners
Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

James T. Borello increased its HEICO Corp Class A (HEI.A) stake by 200% in Q3 2026, buying an estimated $6.48K and bringing the position to 39 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

James T. Borello first reported a position in HEI.A in Q3 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold HEI.A as of Q3 2026.

  • James T. Borello held 39 shares of HEICO Corp Class A worth $8.9K as of Q3 2026.
  • James T. Borello bought 26 HEICO Corp Class A shares in Q3 2026, an estimated $6.48K.
  • HEICO Corp Class A made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #634 holding.
  • James T. Borello first reported a position in HEICO Corp Class A in Q3 2025 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q3 2026.

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