LBP AM
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LBP AM’s HEICO Corp HEI Stock Holding History

LBP AM’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 		$1.34M Buy
+4,429
New +$1.51M 0.01% 389

Other funds holding HEI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LBP AM's HEI Position: Q3 2026 in Review

LBP AM opened a new position in HEICO Corp (HEI) in Q3 2026: 4,429 shares worth $1.34M. The stake represents 0.01% of the portfolio and ranks #389 among its holdings.

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

  • LBP AM held 4,429 shares of HEICO Corp worth $1.34M as of Q3 2026.
  • HEICO Corp was a new LBP AM position in Q3 2026.
  • HEICO Corp made up 0.01% of LBP AM's portfolio in Q3 2026, its #389 holding.
  • 411 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on LBP AM's 13F filing for Q3 2026, filed 6 Nov 2026.