Hillsdale Investment Management Inc.

Position in HLIO — Helios Technologies, Inc.

CIK 1368465 Toronto, A6

Position in HLIO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,249,070

+$3,935,546 QoQ

Shares Held

126,040

+11.5% QoQ

Ownership

0.383%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#50

of 281 holders

Holding Since

Mar 2021

8 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Industrials · as of Jun 30, 2026

Hillsdale Investment Management Inc. holds $58,505,677 across 14 Specialty Industrial Machinery names. HLIO ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTS	Watts Water Technologies Inc	29,230	$11,442,083
2	HLIO	Helios Technologies, Inc. This page	126,040	$11,249,070
3	NPO	Enpro Inc.	22,880	$8,624,158
4	GEV	GE Vernova Inc.	7,070	$8,306,260
5	FELE	Franklin Electric Co Inc	69,900	$7,492,581
6	EPAC	Enerpac Tool Group Corp	198,800	$7,128,968
7	OTIS	Otis Worldwide Corp	16,580	$1,187,128
8	AOS	Smith A O Corp	18,040	$1,131,468

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,249,070	126,040	+11.5%	Shares	Sole	2026-08-12
2026-03-31	$7,313,524	113,020	+874.3%	Shares	Sole	2026-05-04
2022-06-30	$768,500	11,600	0.0%	Shares	Sole	2022-08-12
2022-03-31	$930,900	11,600	0.0%	Shares	Sole	2022-04-28
2021-12-31	$1,219,972	11,600	-14.7%	Shares	Sole	2022-02-07
2021-09-30	$1,116,696	13,600	-9.9%	Shares	Sole	2021-10-21
2021-06-30	$1,178,555	15,100	+1.3%	Shares	Sole	2021-07-29
2021-03-31	$1,085,763	14,900	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.