SEI INVESTMENTS CO

Position in HLIO — Helios Technologies, Inc.

CIK 350894 OAKS, PA

Position in HLIO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,845,477

-$1,215,439 QoQ

Shares Held

99,109

-36.3% QoQ

Ownership

0.301%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#56

of 283 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SEI INVESTMENTS CO holds $1,866,701,309 across 54 Specialty Industrial Machinery names. HLIO ranks #32 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	356,048	$418,306,553
2	PH	Parker-Hannifin Corp	288,752	$282,434,104
3	MIDD	MIDDLEBY Corp	950,603	$131,547,184
4	ETN	Eaton Corp plc	222,213	$94,689,402
5	AOS	Smith A O Corp	1,331,425	$83,506,975
6	CMI	Cummins Inc	105,167	$75,006,155
7	AME	Ametek Inc/	275,359	$66,620,356
8	ITW	Illinois Tool Works Inc	208,850	$56,487,657

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,845,477	99,109	-36.3%	Shares	Sole	2026-08-14
2026-03-31	$10,060,916	155,477	+3.6%	Shares	Sole	2026-05-13
2025-12-31	$8,029,972	150,121	+97.1%	Shares	Sole	2026-02-13
2025-09-30	$3,969,802	76,152	+27.6%	Shares	Sole	2025-11-13
2025-06-30	$1,991,020	59,665	-67.8%	Shares	Sole	2025-08-14
2025-03-31	$5,940,211	185,111	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$8,355,535	187,176	+5.8%	Shares	Sole	2025-02-11
2024-09-30	$8,440,562	176,951	+17.1%	Shares	Sole	2024-11-12
2024-06-30	$7,215,263	151,105	+29.1%	Shares	Sole	2024-08-13
2024-03-31	$5,230,159	117,032	+16.1%	Shares	Sole	2024-05-07
2023-12-31	$4,572,549	100,828	+2.4%	Shares	Sole	2024-02-14
2023-09-30	$5,464,335	98,492	-7.2%	Shares	Sole	2023-11-14
2023-06-30	$7,014,660	106,138	+0.6%	Shares	Sole	2023-08-11
2023-03-31	$6,897,410	105,465	+2.9%	Shares	Sole	2023-05-12
2022-12-31	$5,580,208	102,502	+11.1%	Shares	Sole	2023-02-10
2022-09-30	$4,667,141	92,236	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$6,061,146	91,489	-3.6%	Shares	Sole	2022-08-15
2022-03-31	$7,614,921	94,890	-11.4%	Shares	Sole	2022-05-13
2021-12-31	$11,266,861	107,130	+12.1%	Shares	Defined	2022-02-14
2021-09-30	$7,849,469	95,597	+10.7%	Shares	Sole	2021-11-12
2021-06-30	$6,740,163	86,357	+7.2%	Shares	Sole	2021-08-06
2021-03-31	$5,869,022	80,541	+46.4%	Shares	Sole	2021-05-12
2020-12-31	$2,932,335	55,026	+27.4%	Shares	Sole	2021-02-08
2020-09-30	$1,571,752	43,180	+5.5%	Shares	Sole	2020-12-04
2020-06-30	$1,524,679	40,931	+69.7%	Shares	Sole	2020-08-17
2020-03-31	$914,478	24,116	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.