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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

HEI holding history

Heico Corp in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HEI overviewAll 13F holders of HEIFull Q2 2026 holdings

Shares (Q2 2026)
30
Value
$11.0K
% of portfolio
<0.1%
Quarters held
13
Since Q3 2021
Holdings of HEI by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630$11.0K<0.1%00.0%UnchangedHolders
Q1 202630$8.00K<0.1%00.0%UnchangedHolders
Q4 202530$10.0K<0.1%00.0%UnchangedHolders
Q3 202530$10.0K<0.1%00.0%UnchangedHolders
Q2 202530$10.0K<0.1%00.0%UnchangedHolders
Q1 202530$8.00K<0.1%+30NewHolders
Q4 20240$00.0%−30−100.0%Sold outHolders
Q3 202430$8.00K<0.1%00.0%UnchangedHolders
Q2 202430$7.00K<0.1%−7−18.9%ReducedHolders
Q1 202437$7.00K<0.1%00.0%UnchangedHolders
Q4 202337$6.00K<0.1%+30+428.6%AddedHolders
Q3 20237$1.00K<0.1%+7NewHolders
Q1 20220$00.0%−183−100.0%Sold outHolders
Q4 2021183$26.0K<0.1%00.0%UnchangedHolders
Q3 2021183$24.0K<0.1%+183NewHolders