Position in HLIO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,432,868
+$1,757,887 QoQ
Shares Held
49,668
+20.2% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#74
of 283 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $759,666,616 across 50 Specialty Industrial Machinery names. HLIO ranks #28 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
111,352 | $130,823,009 | |
| 2 | ETN |
Eaton Corp plc
|
246,115 | $104,874,523 | |
| 3 | CMI |
Cummins Inc
|
91,743 | $65,432,025 | |
| 4 | DOV |
DOVER Corp
|
258,125 | $57,892,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
52,933 | $51,774,825 | |
| 6 | EMR |
Emerson Electric Co
|
291,203 | $41,685,709 | |
| 7 | ITW |
Illinois Tool Works Inc
|
104,594 | $28,289,538 | |
| 8 | ROK |
Rockwell Automation, Inc
|
48,141 | $23,833,646 |
All Filings in HLIO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,432,868 | 49,668 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,674,981 | 41,338 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,857,119 | 34,719 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,712,730 | 32,855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,036,538 | 31,062 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $21,650 | 485 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $346,664 | 7,260 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||