Birch Financial Group »

HEICO Corporation shares owned by Birch Financial Group

Quarter-by-quarter ownership of HEICO Corporation (HEI.A) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in HEICO Corporation

Tip: Access up to 7 years of quarterly data

All positions including HEICO Corporation held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in HEICO Corporation by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $80k 349 228.46

More positions owned by Birch Financial Group

American Express Company M (AXP)
Vanguard S&p 500 Etf P 500 Etf Shs (VOO)
Berkshire Hathaway A (BRK.A)
Apple Inc. - M (AAPL)
Vanguard FTSE Developed Markets ETF N Ftse Dev Mkt (VEA)
Microsoft Corporation - M (MSFT)
Ameriprise Financial M (AMP)
Ishares Core S&p Small-cap Etf Re S&p Scp Etf (IJR)
Berkshire Hathaway Class Class B B New (BRK.B)
Phillips 66 M (PSX)
General Dynamics Corporation M (GD)
Home Depot M (HD)
Johnson & Johnson M (JNJ)
Goldman Sachs Group M (GS)
Amazon.com, Inc. - M (AMZN)

View all positions for Birch Financial Group

Top funds holding HEICO Corporation

Principal Financial Group
BlackRock
FMR
Vanguard Capital Management
Vanguard Portfolio Management
State of Wisconsin Investment Board
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Norges Bank Investment Management
Local Pensions Partnership Investment
Bank of America Corporation
Fred Alger Management
Maren Capital
Port Capital

View all funds holding HEICO Corporation