Leonard Rickey Investment Advisors’s HEICO Corp HEI Stock Holding History

Leonard Rickey Investment 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 Q1	$301K	Buy	1,097 +50	+5%	+$16.1K	0.05%	94
2025 Q4	$339K	Buy	1,047 +40	+4%	+$12.6K	0.06%	89
2025 Q3	$325K	Buy	1,007 +7	+0.7%	+$2.23K	0.06%	86
2025 Q2	$328K	Buy	1,000 +25	+3%	+$6.92K	0.07%	84
2025 Q1	$248K	Buy	975 +31	+3%	+$7.55K	0.05%	92
2024 Q4	$224K	Buy	944 +10	+1%	+$2.59K	0.05%	98
2024 Q3	$244K	Buy	+934	New	+$226K	0.06%	99

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leonard Rickey Investment Advisors's HEI Position: Q1 2026 in Review

Leonard Rickey Investment Advisors increased its HEICO Corp (HEI) stake by 4.8% in Q1 2026, buying an estimated $16.1K and bringing the position to 1,097 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #94.

Leonard Rickey Investment Advisors first reported a position in HEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $339K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Leonard Rickey Investment Advisors held 1,097 shares of HEICO Corp worth $301K as of Q1 2026.
Leonard Rickey Investment Advisors bought 50 HEICO Corp shares in Q1 2026, an estimated $16.1K.
HEICO Corp made up 0.05% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #94 holding.
Leonard Rickey Investment Advisors first reported a position in HEICO Corp in Q3 2024 and has held it in 7 quarters since.
Leonard Rickey Investment Advisors's HEICO Corp position peaked at $339K in Q4 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.