Position in HLIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,733,459
+$1,785,717 QoQ
Shares Held
30,627
+109.1% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 283 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $8,455,108,701 across 63 Specialty Industrial Machinery names. HLIO ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
9,761,725 | $1,397,390,932 | |
| 2 | ETN |
Eaton Corp plc
|
3,135,220 | $1,335,979,945 | |
| 3 | GEV |
GE Vernova Inc.
|
1,087,329 | $1,277,459,346 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,367,704 | $1,181,332,898 | |
| 5 | PH |
Parker-Hannifin Corp
|
878,078 | $858,865,651 | |
| 6 | CMI |
Cummins Inc
|
726,452 | $518,112,828 | |
| 7 | DOV |
DOVER Corp
|
1,973,321 | $442,576,431 | |
| 8 | XYL |
Xylem Inc.
|
1,839,680 | $217,468,570 |
All Filings in HLIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,733,459 | 30,627 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $947,742 | 14,646 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,010,687 | 37,590 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,346,308 | 25,826 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $715,352 | 21,437 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $559,424 | 17,433 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $761,334 | 17,055 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $568,010 | 11,908 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $581,976 | 12,188 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $473,444 | 10,594 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,148,351 | 25,322 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $422,201 | 7,610 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $975,223 | 14,756 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $567,279 | 8,674 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $127,008 | 2,333 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $149,471 | 2,954 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $234,656 | 3,542 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,836,841 | 22,889 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,427,173 | 32,587 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,717,412 | 20,916 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,028,385 | 13,176 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,442,018 | 33,512 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,656,971 | 68,624 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,434,540 | 66,883 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,592,859 | 69,607 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $618,777 | 16,318 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||