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HEICO Corporation shares owned by Compass Financial Services

Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services investment in HEICO Corporation

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

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Quarterly reported holdings in HEICO Corporation by Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 110 323.09
2025-06-30 $36k 110 328.15
2025-03-31 $29k 110 267.32
2024-12-31 $26k 110 237.74

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding HEICO Corporation

Capital World Investors
Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Invesco
Geode Capital Management
American Century Companies
Nuveen
Riverbrige Partners
Ubs Global Asset Management Americas
UBS Group
Two Sigma Investments
Federated Investors
Charles Schwab Investment Management

View all funds holding HEICO Corporation