SEC 13F Intelligence

Cutter & Co Brokerage, Inc. / HEI

Cutter & Co Brokerage, Inc.’s Heico Corp New Position

Does Cutter & Co Brokerage, Inc. own Heico Corp New (HEI)? Not currently — the last reported position was 64.6K shares worth $17M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$17M
Q1 2025
Shares
64.6K
% of Portfolio
+4.09%
Quarters Held
25
position exited

Position History HEI

Reported value by quarter
Q1 ’19: $747,000Q1 ’19Q2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $5MQ4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ4 ’21: $7MQ1 ’22: $7MQ1 ’22Q2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ1 ’23: $7MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ4 ’23: $9MQ1 ’24: $12MQ1 ’24Q2 ’24: $14MQ3 ’24: $16MQ4 ’24: $15MQ1 ’25: $17MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202564.6K$17M+4.09%
Q4 202464.5K$15M+3.74%
Q3 202460.0K$16M+3.55%
Q2 202460.8K$14M+3.30%
Q1 202461.5K$12M+2.89%
Q4 202348.0K$9M+2.39%
Q3 202347.6K$8M+2.25%
Q2 202343.4K$8M+2.27%
Q1 202342.1K$7M+2.24%
Q4 202242.2K$6M+2.19%
Q3 202244.4K$6M+2.37%
Q2 202245.4K$6M+2.03%
Q1 202245.5K$7M+2.08%
Q4 202145.9K$7M+1.81%
Q3 202145.7K$6M+1.44%
Q2 202146.4K$6M+1.49%
Q1 202147.2K$6M+1.45%
Q4 202047.3K$6M+1.65%
Q3 202049.1K$5M+1.52%
Q2 202050.3K$5M+1.63%
Q1 202052.2K$4M+1.47%
Q4 201921.7K$2M+0.87%
Q3 20198.5K$1M+0.34%
Q2 20198.2K$1M+0.34%
Q1 20197.9K$747,000+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cutter & Co Brokerage, Inc.’s full portfolio or all institutional holders of HEI.