Position in HLIO
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$408,125
+$62,741 QoQ
Shares Held
6,307
-2.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Clean Yield Group holds $7,915,193 across 14 Specialty Industrial Machinery names. HLIO ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KAI |
Kadant Inc
|
12,168 | $3,557,314 | |
| 2 | ITW |
Illinois Tool Works Inc
|
8,453 | $2,200,231 | |
| 3 | GEV |
GE Vernova Inc.
|
685 | $597,936 | |
| 4 | WTS |
Watts Water Technologies Inc
|
1,596 | $463,302 | |
| 5 | HLIO |
Helios Technologies, Inc.
This page
|
6,307 | $408,125 | |
| 6 | EMR |
Emerson Electric Co
|
1,156 | $151,459 | |
| 7 | ETN |
Eaton Corp plc
|
423 | $151,294 | |
| 8 | DOV |
DOVER Corp
|
633 | $131,948 |
All Filings in HLIO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,125 | 6,307 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $345,384 | 6,457 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $336,603 | 6,457 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $215,470 | 6,457 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $309,893 | 9,657 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $489,656 | 10,969 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $530,376 | 11,119 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $541,676 | 11,344 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $506,963 | 11,344 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $528,055 | 11,644 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $646,009 | 11,644 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $769,551 | 11,644 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $771,327 | 11,794 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $673,912 | 12,379 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $626,377 | 12,379 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $820,108 | 12,379 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,009,464 | 12,579 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,338,708 | 12,729 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,057,494 | 12,879 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,005,205 | 12,879 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $938,492 | 12,879 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $696,979 | 13,079 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $476,075 | 13,079 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $487,192 | 13,079 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $505,435 | 13,329 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||