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Equibles

STIFEL FINANCIAL CORP

Position in HLIO — Helios Technologies, Inc.

CIK 720672 ST. LOUIS, MO
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,992,509
+$1,058,041 QoQ
Shares Held
44,734
-1.4% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $2,610,779,562 across 45 Specialty Industrial Machinery names. HLIO ranks #27 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ETN
Eaton Corp plc
 1,423,712 $606,672,155
2 CMI
Cummins Inc
 593,509 $423,296,550
3 ITW
Illinois Tool Works Inc
 1,520,367 $411,213,659
4 GEV
GE Vernova Inc.
 322,868 $379,324,696
5 PH
Parker-Hannifin Corp
 263,373 $257,610,396
6 EMR
Emerson Electric Co
 817,399 $117,010,664
7 ROK
Rockwell Automation, Inc
 216,168 $107,020,451
8 NDSN
Nordson Corp
 120,159 $36,250,767

All Filings in HLIO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,992,509 44,734
2026-03-31 $2,934,468 45,348
2025-12-31 $2,560,030 47,860
2025-09-30 $2,612,025 50,106
2025-06-30 $1,712,280 51,312
2025-03-31 $1,595,706 49,726
2024-12-31 $2,229,142 49,936
2024-09-30 $2,411,091 50,547
2024-06-30 $1,647,660 34,506
2024-03-31 $1,544,217 34,554
2023-12-31 $1,480,087 32,637
2023-09-30 $2,210,045 39,835
2023-06-30 $2,530,057 38,282
2023-03-31 $2,553,935 39,051
2022-12-31 $1,919,935 35,267
2022-09-30 $1,641,615 32,443
2022-06-30 $2,154,317 32,518
2022-03-31 $2,612,137 32,550
2021-12-31 $6,881,588 65,433
2021-09-30 $5,353,079 65,194
2021-06-30 $5,098,069 65,318
2021-03-31 $2,430,214 33,350
2020-12-31 $1,765,924 33,138
2020-09-30 $1,218,708 33,481
2020-06-30 $1,249,253 33,537
2020-03-31 $1,269,144 33,469