Position in HLIO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$62,475
+$17,178 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#47
of 74 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Triumph Capital Management holds $517,719 across 18 Specialty Industrial Machinery names. HLIO ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSIX |
Power Solutions International, Inc.
|
4,924 | $191,494 | |
| 2 | GEV |
GE Vernova Inc.
|
60 | $70,491 | |
| 3 | HLIO |
Helios Technologies, Inc.
This page
|
700 | $62,475 | |
| 4 | ITT |
Itt Inc.
|
208 | $41,134 | |
| 5 | CMI |
Cummins Inc
|
52 | $37,086 | |
| 6 | ETN |
Eaton Corp plc
|
72 | $30,680 | |
| 7 | EMR |
Emerson Electric Co
|
141 | $20,184 | |
| 8 | ROK |
Rockwell Automation, Inc
|
29 | $14,357 |
All Filings in HLIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,475 | 700 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,297 | 700 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $37,443 | 700 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||