Perryman Financial Advisory’s HEICO Corp Class A HEI.A Stock Holding History

Perryman Financial Advisory’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 Q2	$838K	Buy	+3,250	New	+$743K	0.11%	106

Other funds holding HEI.A

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Perryman Financial Advisory's HEI.A Position: Q2 2026 in Review

Perryman Financial Advisory opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 3,250 shares worth $838K. The stake represents 0.11% of the portfolio and ranks #106 among its holdings.

664 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.

Perryman Financial Advisory held 3,250 shares of HEICO Corp Class A worth $838K as of Q2 2026.
HEICO Corp Class A was a new Perryman Financial Advisory position in Q2 2026.
HEICO Corp Class A made up 0.11% of Perryman Financial Advisory's portfolio in Q2 2026, its #106 holding.
664 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.