Position in HLIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$334,687
+$92,025 QoQ
Shares Held
3,750
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#189
of 281 holders
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 Jun 30, 2026Truvestments Capital LLC holds $6,696,005 across 26 Specialty Industrial Machinery names. HLIO ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,895 | $2,777,952 | |
| 2 | EMR |
Emerson Electric Co
|
6,011 | $860,474 | |
| 3 | AMSC |
American Superconductor Corp /De/
|
16,567 | $687,696 | |
| 4 | AME |
Ametek Inc/
|
2,583 | $624,931 | |
| 5 | GEV |
GE Vernova Inc.
|
374 | $439,397 | |
| 6 | HLIO |
Helios Technologies, Inc.
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|
3,750 | $334,687 | |
| 7 | ETN |
Eaton Corp plc
|
552 | $235,218 | |
| 8 | PSIX |
Power Solutions International, Inc.
|
5,347 | $207,944 |
All Filings in HLIO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,687 | 3,750 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $242,662 | 3,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $200,587 | 3,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $195,487 | 3,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $125,137 | 3,750 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $120,337 | 3,750 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $167,400 | 3,750 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $178,875 | 3,750 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $167,587 | 3,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $170,062 | 3,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $208,050 | 3,750 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $247,837 | 3,750 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $245,250 | 3,750 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $204,150 | 3,750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $189,750 | 3,750 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $248,437 | 3,750 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $300,937 | 3,750 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $394,387 | 3,750 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $307,912 | 3,750 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $292,687 | 3,750 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $546,524 | 7,500 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $199,837 | 3,750 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $136,500 | 3,750 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $139,687 | 3,750 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $142,200 | 3,750 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||