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HEICO Corporation shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in HEICO Corporation

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

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Quarterly reported holdings in HEICO Corporation by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $37k 148 248.94
2024-03-31 $56k 264 211.36
2023-12-31 $60k 336 178.87
2023-09-30 $54k 336 161.93
2023-06-30 $61k 346 176.94
2022-12-31 $62k 383 160.50

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding HEICO Corporation

BlackRock
Capital World Investors
Vanguard Group
State Street Corporation
Capital Research and Management Company - Division 3
Lazard Asset Management
Agf Management
Riverbrige Partners
Nuveen Asset Management
Geode Capital Management
American Century Companies
Federated Investors
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Invesco

View all funds holding HEICO Corporation