APPLETON PARTNERS INC/MA

Position in HLI — Houlihan Lokey, Inc.

CIK 1055290 BOSTON, MA

Position in HLI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,216,290

-$156,573 QoQ

Shares Held

9,068

-5.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#218

of 514 holders

Holding Since

Sep 2025

4 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $46,474,652 across 4 Capital Markets names. HLI ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	139,249	$29,108,610
2	EVR	Evercore Inc.	32,222	$11,001,879
3	GS	Goldman Sachs Group Inc	5,090	$5,147,873
4	HLI	Houlihan Lokey, Inc. This page	9,068	$1,216,290

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,216,290	9,068	-5.1%	Shares	Sole	2026-07-21
2026-03-31	$1,372,863	9,559	-15.1%	Shares	Sole	2026-04-28
2025-12-31	$1,960,334	11,254	+3.9%	Shares	Sole	2026-01-09
2025-09-30	$2,224,642	10,835	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.