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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

HEI holding history

Heico Corp in every 13F filed by CX Institutional, 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)
832
Value
$295.0K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of HEI by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026832$295.0K<0.1%−36−4.1%ReducedHolders
Q1 2026868$237.0K<0.1%+60+7.4%AddedHolders
Q4 2025808$261.0K<0.1%−20−2.4%ReducedHolders
Q3 2025828$267.0K<0.1%+20+2.5%AddedHolders
Q2 2025808$265.0K<0.1%00.0%UnchangedHolders
Q1 2025808$216.0K<0.1%+808NewHolders
Q4 20240$00.0%−872−100.0%Sold outHolders
Q3 2024872$228.0K<0.1%+872NewHolders