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Helios Technologies shares owned by Algert Coldiron Investors

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Algert Coldiron Investors from 13F filings

Historical chart of Algert Coldiron Investors investment in Helios Technologies

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All positions including Helios Technologies held by Algert Coldiron Investors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Algert Coldiron Investors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.6M 41k 89.25
2022-03-31 $703k 8.8k 80.31

More positions owned by Algert Coldiron Investors

Sandisk Corp (SNDK)
Woodward Governor Company (WWD)
Moog Cl A (MOG.A)
Kulicke and Soffa Industries (KLIC)
NVIDIA Corporation (NVDA)
Apple (AAPL)
EnerSys (ENS)
Jackson Financial Com Cl A (JXN)
Everus Constr Group (ECG)
Balchem Corporation (BCPC)
Microsoft Corporation (MSFT)
Api Group Corp Com Stk (APG)
Portland Gen Elec Com New (POR)
Madison Square Garden Entmt Com Cl A (MSGE)
SYNNEX Corporation (SNX)

View all positions for Algert Coldiron Investors

Top funds holding Helios Technologies

BlackRock
Vanguard Portfolio Management
Dimensional Fund Advisors
Vanguard Capital Management
Sara-Bay Financial
Conestoga Capital Advisors
Invesco
Geode Capital Management
Jennison Associates
Thrivent Financial for Lutherans
Wellington Management Company
William Blair Investment Management
State Street Corporation
Neuberger Berman Group
Ameriprise Financial

View all funds holding Helios Technologies