Marino Stram & Associates’s HEICO Corp HEI Stock Holding History

Marino Stram & Associates’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	$222K	Buy	+623	New	+$190K	0.04%	189
2026 Q1	–	Sell	-623	Closed	-$201K	–	187
2025 Q4	$201K	Hold	623	–	–	0.04%	183
2025 Q3	$201K	Buy	623 +1	+0.2%	+$318	0.04%	188
2025 Q2	$204K	Buy	+622	New	+$172K	0.04%	172
2019 Q2	–	Sell	-618	Closed	-$59K	–	287
2019 Q1	$59K	Buy	618 +1	+0.2%	+$87	0.04%	146
2018 Q4	$48K	Hold	617	–	–	0.04%	151
2018 Q3	$57K	Hold	617	–	–	0.05%	159
2018 Q2	$45K	Buy	617 +1	+0.2%	+$73	0.04%	172
2018 Q1	$43K	Sell	616 -154	-20%	-$10.1K	0.04%	181
2017 Q4	$37K	Buy	+770	New	+$35.9K	0.03%	194

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

Marino Stram & Associates's HEI Position: Q2 2026 in Review

Marino Stram & Associates opened a new position in HEICO Corp (HEI) in Q2 2026: 623 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings. This is a return to the name: Marino Stram & Associates previously reported a position in HEI as recently as Q4 2025.

Marino Stram & Associates first reported a position in HEI in Q4 2017 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Marino Stram & Associates held 623 shares of HEICO Corp worth $222K as of Q2 2026.
HEICO Corp was a new Marino Stram & Associates position in Q2 2026.
HEICO Corp made up 0.04% of Marino Stram & Associates's portfolio in Q2 2026, its #189 holding.
Marino Stram & Associates first reported a position in HEICO Corp in Q4 2017 and has held it in 10 quarters since.
265 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.