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HEICO Corporation shares owned by Safeguard Investment Advisory Group

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

Historical chart of Safeguard Investment Advisory Group investment in HEICO Corporation

Tip: Access up to 7 years of quarterly data

All positions including HEICO Corporation held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HEICO Corporation by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 5.0k 257.91
2023-06-30 $2.6M 18k 140.60
2023-03-31 $2.5M 18k 135.90
2022-12-31 $2.2M 18k 119.85

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Apple (AAPL)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Broadcom (AVGO)
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Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr U.s. Med Dvc Etf (IHI)
Micron Technology (MU)

View all positions for Safeguard Investment Advisory 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