Form 13-F position report Filing season in progress

HEICO CRP CL-A

Reported by Hingham Institution for Savings

Company profile Manager portfolio Source filing
HEIA CUSIP 422806208 Manager CIK 0002044671
Latest reported change

Reported 32,500 shares, up 6,000 (22.6%) from the prior quarter.

Reported value 8.6%; share count 22.6% vs. the prior quarter.

Added
% of reported 13F value 5.54% This manager · Q3 2026
Shares 32,500 Quarter-end amount reported
Reported value $7,420,725 Fair value at quarter end
Consecutive quarters held 4 Through Q3 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

4 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 32,500 +6,000 (22.6%) 5.54% $7,420,725 2026-10-19
Q2 2026 Added 26,500 +10,000 (60.6%) 5.09% $6,834,615 2026-07-21
Q1 2026 Added 16,500 +5,500 (50.0%) 3.08% $3,482,985 2026-04-15
Q4 2025 New 11,000 +11,000 (0.0%) 2.28% $2,776,730 2026-01-29
Institutional context

Who else reported the position

279 managers reported HEICO CRP CL-A for Q3 2026 so far.

Manager Activity Shares Change % of reported 13F Reported value Tenure
PRINCIPAL FINANCIAL GROUP INC Reduced 7,110,643 -597,168 0.83% $1,623,583,291 46 qtrs
Local Pensions Partnership Investment Ltd Added 1,255,970 +13,000 6.02% $287,171,260 8 qtrs
SCHWARTZ INVESTMENT COUNSEL INC Unchanged 443,590 0 3.53% $101,284,905 45 qtrs
FENIMORE ASSET MANAGEMENT INC Reduced 420,436 -13,044 2.11% $95,998,175 25 qtrs
MARKEL CORPORATION Unchanged 379,644 0 0.68% $86,684,115 42 qtrs
DIMENSIONAL FUND ADVISORS LP Added 327,982 +908 0.01% $74,900,347 54 qtrs
Rothschild & Co Wealth Management UK Ltd New 237,578 +237,578 0.76% $54,246,185 1 qtr
Sumitomo Mitsui Trust Holdings Inc Reduced 148,916 -4,398 0.02% $34,001,990 30 qtrs
Conestoga Capital Advisors LLC Reduced 116,759 -17,988 0.8% $26,659,582 48 qtrs
Citigroup Inc Added 92,263 +49,423 < 0.01% $21,066,411 50 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 19, 2026
Filing type
13F-HR
Position type
CL A

Voting authority reported

Sole
32,500
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.