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Simon Quick Advisors, LLC

SEC CIK
0001692038
Latest filing
Jul 28, 2026

HEI holding history

Heico Corp in every 13F filed by Simon Quick Advisors, 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)
610
Value
$217.4K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of HEI by Simon Quick Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026610$217.4K<0.1%+610NewHolders
Q1 20260$00.0%−731−100.0%Sold outHolders
Q4 2025731$236.6K<0.1%+79+12.1%AddedHolders
Q3 2025652$210.6K<0.1%+36+5.8%AddedHolders
Q2 2025616$202.1K<0.1%−769−55.5%ReducedHolders
Q1 20251,385$370.1K<0.1%+335+31.9%AddedHolders
Q4 20241,050$249.6K<0.1%+1,050NewHolders
Q2 20220$00.0%−53−100.0%Sold outHolders
Q1 202253$8.00K<0.1%00.0%UnchangedHolders
Q4 202153$8.00K<0.1%−5−8.6%ReducedHolders
Q3 202158$7.00K<0.1%+5+9.4%AddedHolders
Q2 202153$7.00K<0.1%00.0%UnchangedHolders
Q1 202153$6.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.