Position in HLIO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,815,033
New position
Shares Held
31,541
first reported quarter
Ownership
0.096%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#91
of 281 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 8%
Shared 92%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $133,082,767 across 6 Specialty Industrial Machinery names. HLIO ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
74,128 | $87,090,021 | |
| 2 | FLS |
Flowserve Corp
|
352,462 | $26,138,581 | |
| 3 | JBTM |
JBT MAREL Corp
|
69,663 | $10,101,135 | |
| 4 | XYL |
Xylem Inc.
|
34,823 | $4,116,426 | |
| 5 | WTS |
Watts Water Technologies Inc
|
7,208 | $2,821,571 | |
| 6 | HLIO |
Helios Technologies, Inc.
This page
|
31,541 | $2,815,033 |
All Filings in HLIO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,815,033 | 31,541 | Shares | Other | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||