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CONGRESS ASSET MANAGEMENT CO

Position in HLIO — Helios Technologies, Inc.

CIK 897378 BOSTON, MA

Position in HLIO

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$11,176,331
+$6,623,789 QoQ
Shares Held
125,225
+78.0% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#52
of 283 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 88% Shared 0% None 12%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

CONGRESS ASSET MANAGEMENT CO holds $1,167,747,196 across 13 Specialty Industrial Machinery names. HLIO ranks #11 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HLIO

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,176,331 125,225
2026-03-31 $4,552,542 70,353
2025-12-31 $3,238,338 60,541
2025-09-30 $3,062,637 58,750