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Equibles

Clean Yield Group

Position in HLIO — Helios Technologies, Inc.

CIK 1525865 NORWICH, VT
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$518,274
+$110,149 QoQ
Shares Held
5,807
-7.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#170
of 284 holders
Holding Since
Mar 2020
26 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

Clean Yield Group holds $8,948,876 across 13 Specialty Industrial Machinery names. HLIO ranks #5 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KAI
Kadant Inc
 12,636 $3,970,610
2 ITW
Illinois Tool Works Inc
 8,438 $2,282,225
3 GEV
GE Vernova Inc.
 685 $804,779
4 WTS
Watts Water Technologies Inc
 1,596 $624,754
5 HLIO
Helios Technologies, Inc.
This page 		5,807 $518,274
6 ETN
Eaton Corp plc
 423 $180,248
7 EMR
Emerson Electric Co
 1,174 $168,058
8 DOV
DOVER Corp
 633 $141,969

All Filings in HLIO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $518,274 5,807
2026-03-31 $408,125 6,307
2025-12-31 $345,384 6,457
2025-09-30 $336,603 6,457
2025-06-30 $215,470 6,457
2025-03-31 $309,893 9,657
2024-12-31 $489,656 10,969
2024-09-30 $530,376 11,119
2024-06-30 $541,676 11,344
2024-03-31 $506,963 11,344
2023-12-31 $528,055 11,644
2023-09-30 $646,009 11,644
2023-06-30 $769,551 11,644
2023-03-31 $771,327 11,794
2022-12-31 $673,912 12,379
2022-09-30 $626,377 12,379
2022-06-30 $820,108 12,379
2022-03-31 $1,009,464 12,579
2021-12-31 $1,338,708 12,729
2021-09-30 $1,057,494 12,879
2021-06-30 $1,005,205 12,879
2021-03-31 $938,492 12,879
2020-12-31 $696,979 13,079
2020-09-30 $476,075 13,079
2020-06-30 $487,192 13,079
2020-03-31 $505,435 13,329