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Equibles

SILVERCREST ASSET MANAGEMENT GROUP LLC

Position in HLIO — Helios Technologies, Inc.

CIK 1232395 NEW YORK, NY
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$14,750,615
+$3,093,627 QoQ
Shares Held
165,273
-8.3% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#43
of 283 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

SILVERCREST ASSET MANAGEMENT GROUP LLC holds $706,215,627 across 24 Specialty Industrial Machinery names. HLIO ranks #12 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ETN
Eaton Corp plc
 345,698 $147,308,831
2 AME
Ametek Inc/
 543,388 $131,467,292
3 SXI
Standex International Corp/De/
 240,689 $86,087,234
4 FLS
Flowserve Corp
 777,249 $57,640,785
5 JBTM
JBT MAREL Corp
 314,280 $45,570,600
6 GNRC
Generac Holdings Inc.
 143,486 $42,014,135
7 CR
Crane Co
 108,897 $24,291,653
8 TNC
Tennant Co
 273,497 $23,941,927

All Filings in HLIO

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,750,615 165,273
2026-03-31 $11,656,988 180,142
2025-12-31 $15,267,008 285,418
2025-03-31 $5,933,986 184,917
2024-12-31 $8,278,889 185,459
2024-09-30 $8,891,232 186,399
2024-06-30 $8,951,931 187,475
2024-03-31 $8,263,851 184,915
2023-12-31 $6,722,638 148,239
2023-09-30 $8,228,016 148,306
2023-06-30 $9,812,911 148,478
2023-03-31 $8,285,329 126,687
2022-12-31 $5,322,598 97,770