USA Financial Portformulas »

Helios Technologies shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas investment in Helios Technologies

Tip: Access up to 7 years of quarterly data

All positions including Helios Technologies held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Helios Technologies by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2026-03-31 $18k 274 64.71

More positions owned by USA Financial Portformulas

iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)
iShares Russell 2000 ETF Russell 2000 Etf (IWM)
iShares S&P Mid-Cap 400 Growth ETF S&p Mc 400gr Etf (IJK)
iShares Core S&P 500 Core S&p500 Etf (IVV)
SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF State Street Spd (BIL)
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
Allianzim Us Buffered 15 Uncapped Jan Allianzim Us Equ (JANU)
Allianzim Us Buffer 15 Uncapped Oct Etf Allianzim Us Equ (OCTU)

View all positions for USA Financial Portformulas

Top funds holding Helios Technologies

Vanguard Group
BlackRock
Wellington Management Company
Dimensional Fund Advisors
Vanguard Portfolio Management
Vanguard Capital Management
Conestoga Capital Advisors
Sara-Bay Financial
Jennison Associates
William Blair Investment Management
Thrivent Financial for Lutherans
Geode Capital Management
Daniel D. Thurber
State Street Corporation
ACK Asset Management

View all funds holding Helios Technologies