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HEICO Corporation shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in HEICO Corporation

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

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Quarterly reported holdings in HEICO Corporation by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $434k 1.3k 322.80
2025-06-30 $637k 2.0k 326.16
2025-03-31 $1.0M 3.9k 268.24
2024-12-31 $457k 1.9k 237.77

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

Top funds holding HEICO Corporation

Capital World Investors
Vanguard Group
BlackRock
State Street Corporation
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
Two Sigma Advisers

View all funds holding HEICO Corporation