Red Spruce Capital’s HEICO Corp HEI Stock Holding History

Red Spruce Capital’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	$590K	Buy	1,657 +460	+38%	+$140K	0.21%	78
2026 Q1	$328K	Buy	+1,197	New	+$385K	0.13%	87

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Red Spruce Capital's HEI Position: Q2 2026 in Review

Red Spruce Capital increased its HEICO Corp (HEI) stake by 38% in Q2 2026, buying an estimated $140K and bringing the position to 1,657 shares worth $590K. The position accounts for 0.21% of the portfolio, ranked #78.

Red Spruce Capital first reported a position in HEI in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Red Spruce Capital held 1,657 shares of HEICO Corp worth $590K as of Q2 2026.
Red Spruce Capital bought 460 HEICO Corp shares in Q2 2026, an estimated $140K.
HEICO Corp made up 0.21% of Red Spruce Capital's portfolio in Q2 2026, its #78 holding.
Red Spruce Capital first reported a position in HEICO Corp in Q1 2026 and has held it in 2 quarters since.
109 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Red Spruce Capital's 13F filing for Q2 2026, filed 7 Jul 2026.