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Snider Financial Group’s HEICO Corp HEI Stock Holding History

Snider Financial Group’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 		$5.57M Buy
15,644
+592
+4% +$180K 1.42% 23
2026
Q1 		$4.13M Buy
15,052
+336
+2% +$108K 1.25% 26
2025
Q4 		$4.76M Buy
14,716
+1,245
+9% +$393K 1.27% 23
2025
Q3 		$4.35M Buy
13,471
+2,044
+18% +$651K 1.19% 27
2025
Q2 		$3.75M Sell
11,427
-891
-7% -$247K 1.08% 30
2025
Q1 		$3.29M Buy
12,318
+880
+8% +$214K 1.07% 30
2024
Q4 		$2.72M Buy
11,438
+71
+0.6% +$18.4K 0.84% 35
2024
Q3 		$2.97M Sell
11,367
-27
-0.2% -$6.53K 1.09% 33
2024
Q2 		$2.55M Buy
11,394
+3,297
+41% +$696K 0.98% 36
2024
Q1 		$1.55M Buy
+8,097
New +$1.5M 0.64% 43

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return