Position in HLIO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$632,514
+$173,915 QoQ
Shares Held
7,087
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#157
of 281 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, 2026Aviance Capital Partners, LLC holds $9,849,952 across 8 Specialty Industrial Machinery names. HLIO ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
5,345 | $2,646,202 | |
| 2 | ITW |
Illinois Tool Works Inc
|
8,725 | $2,359,850 | |
| 3 | CMI |
Cummins Inc
|
1,666 | $1,188,207 | |
| 4 | ETN |
Eaton Corp plc
|
2,308 | $983,484 | |
| 5 | EMR |
Emerson Electric Co
|
6,012 | $860,617 | |
| 6 | GEV |
GE Vernova Inc.
|
574 | $674,369 | |
| 7 | HLIO |
Helios Technologies, Inc.
This page
|
7,087 | $632,514 | |
| 8 | PH |
Parker-Hannifin Corp
|
516 | $504,709 |
All Filings in HLIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,514 | 7,087 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $458,599 | 7,087 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $379,083 | 7,087 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $369,445 | 7,087 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $236,493 | 7,087 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $227,421 | 7,087 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $316,363 | 7,087 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $338,049 | 7,087 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $338,404 | 7,087 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $316,718 | 7,087 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $321,395 | 7,087 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $393,186 | 7,087 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $468,379 | 7,087 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $463,489 | 7,087 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $385,816 | 7,087 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $358,602 | 7,087 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $469,513 | 7,087 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $568,731 | 7,087 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $745,339 | 7,087 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $581,913 | 7,087 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $553,140 | 7,087 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $516,429 | 7,087 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $377,666 | 7,087 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $257,966 | 7,087 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $263,990 | 7,087 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $268,739 | 7,087 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||