MONETA GROUP INVESTMENT ADVISORS LLC

Position in HLIO — Helios Technologies, Inc.

CIK 1120927 ST LOUIS, MO

Position in HLIO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$649,106

+$112,869 QoQ

Shares Held

10,031

+0.1% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $53,226,804 across 16 Specialty Industrial Machinery names. HLIO ranks #8 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	146,728	$19,224,302
2	AME	Ametek Inc/	52,542	$11,262,903
3	ETN	Eaton Corp plc	21,272	$7,608,356
4	ITW	Illinois Tool Works Inc	18,026	$4,691,987
5	GEV	GE Vernova Inc.	4,817	$4,204,759
6	ROK	Rockwell Automation, Inc	6,707	$2,407,008
7	CMI	Cummins Inc	1,355	$729,017
8	HLIO	Helios Technologies, Inc. This page	10,031	$649,106

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$649,106	10,031	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$536,237	10,025	0.0%	Shares	Sole	2026-02-12
2025-09-30	$522,603	10,025	0.0%	Shares	Sole	2025-11-14
2025-06-30	$334,534	10,025	0.0%	Shares	Sole	2025-08-14
2025-03-31	$321,702	10,025	0.0%	Shares	Sole	2025-05-15
2024-12-31	$447,516	10,025	0.0%	Shares	Sole	2025-02-11
2024-09-30	$478,192	10,025	0.0%	Shares	Sole	2024-11-12
2024-06-30	$478,693	10,025	0.0%	Shares	Sole	2024-08-13
2024-03-31	$448,017	10,025	0.0%	Shares	Sole	2024-08-13
2023-12-31	$454,633	10,025	0.0%	Shares	Sole	2024-02-15
2023-09-30	$556,187	10,025	0.0%	Shares	Sole	2023-11-15
2023-06-30	$662,552	10,025	0.0%	Shares	Sole	2023-08-15
2023-03-31	$655,635	10,025	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.